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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 | $5,118 | $88,778-94.2% | $81,844-93.7% | $145,884-96.5% |
| Participation rate | 93.8% | 75.1%+18.7pp | 72.4%+21.4pp | 80.3%+13.4pp |
| Annual return | 13.75% | 1033.03%-1019.3pp | 778.87%-765.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $939 | $3,087-69.6% | $2,916-67.8% | $4,662-79.9% |
| Participant deferral / active EE | $1,516 | $4,648-67.4% | $4,323-64.9% | $6,690-77.3% |
| Admin fee / account holder | $520 | $8,430-93.8% | $7,355-92.9% | $13,392-96.1% |