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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 | $18,464 | $88,754-79.2% | $81,820-77.4% | $145,877-87.3% |
| Participation rate | 95.2% | 75.1%+20.2pp | 72.4%+22.9pp | 80.3%+14.9pp |
| Annual return | 13.27% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $944 | $3,085-69.4% | $2,915-67.6% | $4,663-79.8% |
| Participant deferral / active EE | $1,073 | $4,648-76.9% | $4,323-75.2% | $6,691-84.0% |
| Admin fee / account holder | $748 | $8,424-91.1% | $7,391-89.9% | $13,402-94.4% |