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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 | $5,292 | $72,071-92.7% | $68,368-92.3% | $137,256-96.1% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 18.36% | 353.14%-334.8pp | 292.57%-274.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $983 | $2,788-64.7% | $2,649-62.9% | $4,156-76.3% |
| Participant deferral / active EE | $1,286 | $4,410-70.8% | $4,123-68.8% | $6,407-79.9% |
| Admin fee / account holder | $1,994 | $5,336-62.6% | $5,150-61.3% | $12,270-83.8% |