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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 | $10,972 | $169,356-93.5% | $129,406-91.5% | $145,897-92.5% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 18.40% | 14418.62%-14400.2pp | 9468.18%-9449.8pp | 552.29%-533.9pp |
| Employer contribution / active EE | $785 | $5,542-85.8% | $4,155-81.1% | $4,663-83.2% |
| Participant deferral / active EE | $1,690 | $4,987-66.1% | $4,167-59.5% | $6,689-74.7% |
| Admin fee / account holder | $538 | $9,915-94.6% | $7,689-93.0% | $13,390-96.0% |