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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 | $11,467 | $102,595-88.8% | $94,057-87.8% | $154,746-92.6% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 80.7%-0.7pp |
| Annual return | 12.02% | 583.42%-571.4pp | 480.62%-468.6pp | 172.34%-160.3pp |
| Employer contribution / active EE | $972 | $3,147-69.1% | $2,933-66.9% | $4,379-77.8% |
| Participant deferral / active EE | $1,405 | $5,118-72.5% | $4,709-70.2% | $6,730-79.1% |
| Admin fee / account holder | $3,467 | $7,736-55.2% | $7,244-52.1% | $14,365-75.9% |