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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 | $9,757 | $96,388-89.9% | $80,627-87.9% | $139,466-93.0% |
| Participation rate | 95.5% | 73.6%+21.8pp | 67.0%+28.4pp | 80.3%+15.1pp |
| Annual return | 18.85% | 1352.08%-1333.2pp | 936.76%-917.9pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,850 | $3,260-43.3% | $2,723-32.1% | $4,754-61.1% |
| Participant deferral / active EE | $2,013 | $5,224-61.5% | $4,443-54.7% | $6,712-70.0% |
| Admin fee / account holder | $704 | $6,603-89.3% | $5,381-86.9% | $11,409-93.8% |