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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 | $4,760 | $72,071-93.4% | $68,368-93.0% | $137,256-96.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 19.71% | 353.14%-333.4pp | 292.57%-272.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $631 | $2,788-77.4% | $2,649-76.2% | $4,156-84.8% |
| Participant deferral / active EE | $1,109 | $4,410-74.8% | $4,123-73.1% | $6,407-82.7% |
| Admin fee / account holder | $468 | $5,336-91.2% | $5,150-90.9% | $12,270-96.2% |