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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 | $14,933 | $121,701-87.7% | $104,639-85.7% | $158,982-90.6% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 15.03% | 465.72%-450.7pp | 340.67%-325.6pp | 302.99%-288.0pp |
| Employer contribution / active EE | $429 | $3,165-86.4% | $2,682-84.0% | $4,763-91.0% |
| Participant deferral / active EE | $2,126 | $4,176-49.1% | $3,738-43.1% | $5,983-64.5% |
| Admin fee / account holder | $942 | $7,778-87.9% | $6,465-85.4% | $11,252-91.6% |