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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 | $68,097-83.3% | $62,929-81.9% | $137,256-91.7% |
| Participation rate | 76.2% | 77.4%-1.3pp | 73.1%+3.1pp | 80.0%-3.8pp |
| Annual return | 17.00% | 1859.11%-1842.1pp | 1063.93%-1046.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $814 | $2,811-71.0% | $2,505-67.5% | $4,156-80.4% |
| Participant deferral / active EE | $1,624 | $4,553-64.3% | $3,888-58.2% | $6,407-74.7% |
| Admin fee / account holder | $441 | $6,521-93.2% | $5,065-91.3% | $12,270-96.4% |