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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 | $9,262 | $88,778-89.6% | $81,844-88.7% | $145,884-93.7% |
| Participation rate | 95.8% | 75.1%+20.8pp | 72.4%+23.5pp | 80.3%+15.5pp |
| Annual return | 10.70% | 1033.03%-1022.3pp | 778.87%-768.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $1,358 | $3,087-56.0% | $2,916-53.4% | $4,662-70.9% |
| Participant deferral / active EE | $1,128 | $4,648-75.7% | $4,323-73.9% | $6,690-83.1% |
| Admin fee / account holder | $1,308 | $8,430-84.5% | $7,355-82.2% | $13,392-90.2% |