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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,630 | $67,823-82.9% | $52,425-77.8% | $137,256-91.5% |
| Participation rate | 90.0% | 63.9%+26.1pp | 55.6%+34.4pp | 80.0%+10.0pp |
| Annual return | 14.77% | 219.11%-204.3pp | 302.12%-287.3pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,382 | $1,163+18.8% | $914+51.1% | $4,156-66.8% |
| Participant deferral / active EE | $1,668 | $2,288-27.1% | $1,790-6.8% | $6,407-74.0% |
| Admin fee / account holder | $610 | $2,844-78.6% | $2,495-75.6% | $12,270-95.0% |