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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 | $9,058 | $154,754-94.1% | $124,206-92.7% | $138,895-93.5% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.6%+17.9pp | 79.9%+7.6pp |
| Annual return | 20.31% | 709.28%-689.0pp | 515.27%-495.0pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,166 | $4,446-73.8% | $3,540-67.1% | $4,194-72.2% |
| Participant deferral / active EE | $1,998 | $4,621-56.8% | $3,968-49.6% | $6,396-68.8% |
| Admin fee / account holder | $1,341 | $6,690-80.0% | $5,929-77.4% | $12,562-89.3% |