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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 | $4,847 | $72,071-93.3% | $68,368-92.9% | $137,256-96.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 20.95% | 353.14%-332.2pp | 292.57%-271.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $586 | $2,788-79.0% | $2,649-77.9% | $4,156-85.9% |
| Participant deferral / active EE | $987 | $4,410-77.6% | $4,123-76.0% | $6,407-84.6% |
| Admin fee / account holder | $319 | $5,336-94.0% | $5,150-93.8% | $12,270-97.4% |