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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 | $6,657 | $167,030-96.0% | $135,768-95.1% | $155,188-95.7% |
| Participation rate | 91.7% | 76.2%+15.5pp | 71.1%+20.6pp | 80.8%+10.9pp |
| Annual return | 13.38% | 678.39%-665.0pp | 526.10%-512.7pp | 148.84%-135.5pp |
| Employer contribution / active EE | $645 | $4,132-84.4% | $3,394-81.0% | $4,248-84.8% |
| Participant deferral / active EE | $992 | $4,528-78.1% | $3,977-75.1% | $6,531-84.8% |
| Admin fee / account holder | $1,656 | $8,172-79.7% | $7,048-76.5% | $14,480-88.6% |