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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 | $13,739 | $88,702-84.5% | $81,780-83.2% | $145,978-90.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.4%+21.0pp | 80.3%+13.0pp |
| Annual return | 18.98% | 1029.12%-1010.1pp | 776.27%-757.3pp | 550.52%-531.5pp |
| Employer contribution / active EE | $1,835 | $3,084-40.5% | $2,914-37.0% | $4,662-60.6% |
| Participant deferral / active EE | $1,934 | $4,645-58.4% | $4,321-55.2% | $6,690-71.1% |
| Admin fee / account holder | $1,595 | $8,414-81.0% | $7,384-78.4% | $13,400-88.1% |