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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 | $9,924 | $96,419-89.7% | $80,648-87.7% | $139,487-92.9% |
| Participation rate | 86.7% | 73.6%+13.0pp | 67.0%+19.7pp | 80.3%+6.3pp |
| Annual return | 20.85% | 1352.86%-1332.0pp | 937.21%-916.4pp | 373.84%-353.0pp |
| Employer contribution / active EE | $1,715 | $3,261-47.4% | $2,724-37.0% | $4,755-63.9% |
| Participant deferral / active EE | $3,132 | $5,225-40.1% | $4,443-29.5% | $6,713-53.3% |
| Admin fee / account holder | $746 | $6,605-88.7% | $5,382-86.1% | $11,407-93.5% |