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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 | $88,710-94.8% | $81,783-94.3% | $145,959-96.8% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 18.39% | 1027.26%-1008.9pp | 775.05%-756.7pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,187 | $3,083-61.5% | $2,913-59.2% | $4,661-74.5% |
| Participant deferral / active EE | $1,516 | $4,645-67.4% | $4,320-64.9% | $6,689-77.3% |
| Admin fee / account holder | $338 | $8,407-96.0% | $7,380-95.4% | $13,398-97.5% |