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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 | $10,652 | $162,529-93.4% | $130,788-91.9% | $154,746-93.1% |
| Participation rate | 94.1% | 75.9%+18.3pp | 70.1%+24.0pp | 80.7%+13.4pp |
| Annual return | 16.41% | 510.48%-494.1pp | 386.44%-370.0pp | 172.34%-155.9pp |
| Employer contribution / active EE | $810 | $4,447-81.8% | $3,558-77.2% | $4,379-81.5% |
| Participant deferral / active EE | $2,455 | $4,808-49.0% | $4,137-40.7% | $6,730-63.5% |
| Admin fee / account holder | $895 | $7,669-88.3% | $6,673-86.6% | $14,365-93.8% |