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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 | $19,651 | $129,737-84.9% | $119,126-83.5% | $154,746-87.3% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 39.07% | 379.08%-340.0pp | 282.11%-243.0pp | 172.34%-133.3pp |
| Employer contribution / active EE | $1,237 | $4,375-71.7% | $4,034-69.3% | $4,379-71.8% |
| Participant deferral / active EE | $2,001 | $5,842-65.8% | $5,318-62.4% | $6,730-70.3% |
| Admin fee / account holder | $2,238 | $11,961-81.3% | $10,693-79.1% | $14,365-84.4% |