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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 | $21,328 | $169,361-87.4% | $129,397-83.5% | $145,877-85.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 11.89% | 14395.54%-14383.7pp | 9453.98%-9442.1pp | 551.28%-539.4pp |
| Employer contribution / active EE | $704 | $5,542-87.3% | $4,154-83.0% | $4,663-84.9% |
| Participant deferral / active EE | $1,408 | $4,987-71.8% | $4,167-66.2% | $6,691-79.0% |
| Admin fee / account holder | $1,315 | $9,903-86.7% | $7,679-82.9% | $13,402-90.2% |