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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 | $4,653 | $88,778-94.8% | $81,844-94.3% | $145,884-96.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 18.39% | 1033.03%-1014.6pp | 778.87%-760.5pp | 551.85%-533.5pp |
| Employer contribution / active EE | $1,187 | $3,087-61.5% | $2,916-59.3% | $4,662-74.5% |
| Participant deferral / active EE | $1,516 | $4,648-67.4% | $4,323-64.9% | $6,690-77.3% |
| Admin fee / account holder | $338 | $8,430-96.0% | $7,355-95.4% | $13,392-97.5% |