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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 | $7,728 | $88,778-91.3% | $81,844-90.6% | $145,884-94.7% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 14.91% | 1033.03%-1018.1pp | 778.87%-764.0pp | 551.85%-536.9pp |
| Employer contribution / active EE | $955 | $3,087-69.1% | $2,916-67.2% | $4,662-79.5% |
| Participant deferral / active EE | $3,514 | $4,648-24.4% | $4,323-18.7% | $6,690-47.5% |
| Admin fee / account holder | $729 | $8,430-91.3% | $7,355-90.1% | $13,392-94.6% |