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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 | $12,581 | $69,248-81.8% | $64,101-80.4% | $139,466-91.0% |
| Participation rate | 95.5% | 75.6%+19.9pp | 72.3%+23.1pp | 80.3%+15.1pp |
| Annual return | 16.03% | 45.95%-29.9pp | 33.72%-17.7pp | 373.66%-357.6pp |
| Employer contribution / active EE | $735 | $3,185-76.9% | $2,749-73.3% | $4,754-84.5% |
| Participant deferral / active EE | $4,931 | $4,682+5.3% | $3,881+27.0% | $6,712-26.5% |
| Admin fee / account holder | $983 | $4,247-76.9% | $3,070-68.0% | $11,409-91.4% |