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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 | $11,039 | $72,396-84.8% | $67,511-83.6% | $145,959-92.4% |
| Participation rate | 85.7% | 76.9%+8.9pp | 72.9%+12.8pp | 80.3%+5.4pp |
| Annual return | 13.46% | 7194.07%-7180.6pp | 3517.41%-3503.9pp | 561.95%-548.5pp |
| Employer contribution / active EE | $2,621 | $3,071-14.6% | $2,733-4.1% | $4,661-43.8% |
| Participant deferral / active EE | $3,439 | $4,781-28.1% | $4,000-14.0% | $6,689-48.6% |
| Admin fee / account holder | $511 | $5,538-90.8% | $3,999-87.2% | $13,398-96.2% |