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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 | $19,698 | $100,938-80.5% | $90,461-78.2% | $158,982-87.6% |
| Participation rate | 79.2% | 75.0%+4.1pp | 72.7%+6.5pp | 82.0%-2.8pp |
| Annual return | 12.17% | 1727.20%-1715.0pp | 1294.76%-1282.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $1,209 | $3,691-67.2% | $3,264-62.9% | $4,763-74.6% |
| Participant deferral / active EE | $1,237 | $4,350-71.6% | $3,964-68.8% | $5,983-79.3% |
| Admin fee / account holder | $1,194 | $6,510-81.7% | $5,617-78.7% | $11,252-89.4% |