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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 | $11,382 | $73,421-84.5% | $66,439-82.9% | $155,188-92.7% |
| Participation rate | 76.2% | 79.7%-3.5pp | 74.5%+1.7pp | 80.8%-4.6pp |
| Annual return | 17.00% | 1382.37%-1365.4pp | 757.66%-740.7pp | 148.84%-131.8pp |
| Employer contribution / active EE | $814 | $3,039-73.2% | $2,637-69.1% | $4,248-80.8% |
| Participant deferral / active EE | $1,624 | $4,680-65.3% | $3,876-58.1% | $6,531-75.1% |
| Admin fee / account holder | $441 | $8,856-95.0% | $6,173-92.9% | $14,480-97.0% |