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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 | $7,007 | $72,071-90.3% | $68,368-89.8% | $137,256-94.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 21.15% | 353.14%-332.0pp | 292.57%-271.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,183 | $2,788-57.6% | $2,649-55.3% | $4,156-71.5% |
| Participant deferral / active EE | $1,412 | $4,410-68.0% | $4,123-65.8% | $6,407-78.0% |
| Admin fee / account holder | $2,554 | $5,336-52.1% | $5,150-50.4% | $12,270-79.2% |