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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 | $6,241 | $72,071-91.3% | $68,368-90.9% | $137,256-95.5% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.0%+11.7pp |
| Annual return | 14.56% | 353.14%-338.6pp | 292.57%-278.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $628 | $2,788-77.5% | $2,649-76.3% | $4,156-84.9% |
| Participant deferral / active EE | $1,461 | $4,410-66.9% | $4,123-64.6% | $6,407-77.2% |
| Admin fee / account holder | $1,946 | $5,336-63.5% | $5,150-62.2% | $12,270-84.1% |