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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 | $7,285 | $96,388-92.4% | $80,627-91.0% | $139,466-94.8% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 18.14% | 1352.08%-1333.9pp | 936.76%-918.6pp | 373.66%-355.5pp |
| Employer contribution / active EE | $1,582 | $3,260-51.5% | $2,723-41.9% | $4,754-66.7% |
| Participant deferral / active EE | $2,597 | $5,224-50.3% | $4,443-41.5% | $6,712-61.3% |
| Admin fee / account holder | $2,454 | $6,603-62.8% | $5,381-54.4% | $11,409-78.5% |