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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 | $11,244 | $102,595-89.0% | $94,057-88.0% | $154,746-92.7% |
| Participation rate | 81.0% | 76.0%+5.0pp | 73.3%+7.6pp | 80.7%+0.3pp |
| Annual return | 19.24% | 583.42%-564.2pp | 480.62%-461.4pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,675 | $3,147-46.8% | $2,933-42.9% | $4,379-61.7% |
| Participant deferral / active EE | $2,056 | $5,118-59.8% | $4,709-56.3% | $6,730-69.5% |
| Admin fee / account holder | $2,282 | $7,736-70.5% | $7,244-68.5% | $14,365-84.1% |