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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 | $11,879 | $72,071-83.5% | $68,368-82.6% | $137,256-91.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.37% | 353.14%-331.8pp | 292.57%-271.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,047 | $2,788-62.4% | $2,649-60.5% | $4,156-74.8% |
| Participant deferral / active EE | $2,481 | $4,410-43.7% | $4,123-39.8% | $6,407-61.3% |
| Admin fee / account holder | $318 | $5,336-94.0% | $5,150-93.8% | $12,270-97.4% |