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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 | $13,112 | $102,663-87.2% | $86,216-84.8% | $139,466-90.6% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 15.40% | 1924.52%-1909.1pp | 1169.42%-1154.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $659 | $3,035-78.3% | $2,382-72.3% | $4,754-86.1% |
| Participant deferral / active EE | $1,722 | $4,677-63.2% | $3,986-56.8% | $6,712-74.3% |
| Admin fee / account holder | $1,093 | $8,663-87.4% | $6,853-84.0% | $11,409-90.4% |