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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 | $13,091 | $72,446-81.9% | $67,561-80.6% | $145,877-91.0% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 15.84% | 7211.98%-7196.1pp | 3525.44%-3509.6pp | 551.28%-535.4pp |
| Employer contribution / active EE | $1,386 | $3,072-54.9% | $2,735-49.3% | $4,663-70.3% |
| Participant deferral / active EE | $1,470 | $4,785-69.3% | $4,003-63.3% | $6,691-78.0% |
| Admin fee / account holder | $362 | $5,541-93.5% | $4,006-91.0% | $13,402-97.3% |