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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 | $10,923 | $88,778-87.7% | $81,844-86.7% | $145,884-92.5% |
| Participation rate | 86.7% | 75.1%+11.6pp | 72.4%+14.3pp | 80.3%+6.4pp |
| Annual return | 10.38% | 1033.03%-1022.7pp | 778.87%-768.5pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,072 | $3,087-65.3% | $2,916-63.2% | $4,662-77.0% |
| Participant deferral / active EE | $1,541 | $4,648-66.9% | $4,323-64.4% | $6,690-77.0% |
| Admin fee / account holder | $3,972 | $8,430-52.9% | $7,355-46.0% | $13,392-70.3% |