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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 | $19,148 | $88,778-78.4% | $81,844-76.6% | $145,884-86.9% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.78% | 1033.03%-1021.2pp | 778.87%-767.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,946 | $3,087-37.0% | $2,916-33.3% | $4,662-58.3% |
| Participant deferral / active EE | $4,433 | $4,648-4.6% | $4,323+2.5% | $6,690-33.7% |
| Admin fee / account holder | $434 | $8,430-94.9% | $7,355-94.1% | $13,392-96.8% |