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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 | $13,371 | $72,071-81.4% | $68,368-80.4% | $137,256-90.3% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 30.44% | 353.14%-322.7pp | 292.57%-262.1pp | 220.34%-189.9pp |
| Employer contribution / active EE | $2,736 | $2,788-1.9% | $2,649+3.3% | $4,156-34.2% |
| Participant deferral / active EE | $3,984 | $4,410-9.7% | $4,123-3.4% | $6,407-37.8% |
| Admin fee / account holder | $925 | $5,336-82.7% | $5,150-82.0% | $12,270-92.5% |