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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 | $8,985 | $88,815-89.9% | $81,882-89.0% | $145,897-93.8% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 10.02% | 1033.75%-1023.7pp | 779.47%-769.5pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,341 | $3,086-24.1% | $2,916-19.7% | $4,663-49.8% |
| Participant deferral / active EE | $2,559 | $4,647-44.9% | $4,323-40.8% | $6,689-61.7% |
| Admin fee / account holder | $1,729 | $8,434-79.5% | $7,360-76.5% | $13,390-87.1% |