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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 | $14,444 | $72,071-80.0% | $68,368-78.9% | $137,256-89.5% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 17.68% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,939 | $2,788-30.4% | $2,649-26.8% | $4,156-53.3% |
| Participant deferral / active EE | $3,444 | $4,410-21.9% | $4,123-16.5% | $6,407-46.2% |
| Admin fee / account holder | $524 | $5,336-90.2% | $5,150-89.8% | $12,270-95.7% |