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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 | $11,806 | $72,071-83.6% | $68,368-82.7% | $137,256-91.4% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.0%+10.9pp |
| Annual return | 20.76% | 353.14%-332.4pp | 292.57%-271.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,388 | $2,788-50.2% | $2,649-47.6% | $4,156-66.6% |
| Participant deferral / active EE | $2,508 | $4,410-43.1% | $4,123-39.2% | $6,407-60.8% |
| Admin fee / account holder | $311 | $5,336-94.2% | $5,150-94.0% | $12,270-97.5% |