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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 | $28,456 | $73,421-61.2% | $66,439-57.2% | $155,188-81.7% |
| Participation rate | 92.9% | 79.7%+13.2pp | 74.5%+18.4pp | 80.8%+12.1pp |
| Annual return | 14.04% | 1382.37%-1368.3pp | 757.66%-743.6pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,212 | $3,039-60.1% | $2,637-54.0% | $4,248-71.5% |
| Participant deferral / active EE | $2,185 | $4,680-53.3% | $3,876-43.6% | $6,531-66.5% |
| Admin fee / account holder | $936 | $8,856-89.4% | $6,173-84.8% | $14,480-93.5% |