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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 | $4,097 | $70,366-94.2% | $66,674-93.9% | $138,895-97.0% |
| Participation rate | 91.7% | 76.2%+15.5pp | 73.7%+18.0pp | 79.9%+11.7pp |
| Annual return | 17.29% | 386.41%-369.1pp | 321.24%-304.0pp | 145.39%-128.1pp |
| Employer contribution / active EE | $790 | $2,765-71.4% | $2,620-69.9% | $4,194-81.2% |
| Participant deferral / active EE | $1,002 | $4,374-77.1% | $4,084-75.5% | $6,396-84.3% |
| Admin fee / account holder | $767 | $5,262-85.4% | $5,098-85.0% | $12,562-93.9% |