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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 | $1,879 | $70,366-97.3% | $66,674-97.2% | $138,895-98.6% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 14.93% | 386.41%-371.5pp | 321.24%-306.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $808 | $2,765-70.8% | $2,620-69.2% | $4,194-80.7% |
| Participant deferral / active EE | $836 | $4,374-80.9% | $4,084-79.5% | $6,396-86.9% |
| Admin fee / account holder | $1,374 | $5,262-73.9% | $5,098-73.1% | $12,562-89.1% |