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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 | $102,595-88.4% | $94,057-87.4% | $154,746-92.3% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 21.37% | 583.42%-562.0pp | 480.62%-459.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,047 | $3,147-66.7% | $2,933-64.3% | $4,379-76.1% |
| Participant deferral / active EE | $2,481 | $5,118-51.5% | $4,709-47.3% | $6,730-63.1% |
| Admin fee / account holder | $318 | $7,736-95.9% | $7,244-95.6% | $14,365-97.8% |