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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 | $24,636 | $156,963-84.3% | $121,204-79.7% | $139,466-82.3% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 14.27% | 1476.75%-1462.5pp | 987.18%-972.9pp | 373.66%-359.4pp |
| Employer contribution / active EE | $1,298 | $5,544-76.6% | $4,170-68.9% | $4,754-72.7% |
| Participant deferral / active EE | $1,696 | $4,848-65.0% | $4,083-58.5% | $6,712-74.7% |
| Admin fee / account holder | $328 | $6,953-95.3% | $5,651-94.2% | $11,409-97.1% |