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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 | $7,077 | $154,754-95.4% | $124,206-94.3% | $138,895-94.9% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.6%+10.4pp | 79.9%+0.1pp |
| Annual return | 13.45% | 709.28%-695.8pp | 515.27%-501.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,811 | $4,446-59.3% | $3,540-48.8% | $4,194-56.8% |
| Participant deferral / active EE | $2,311 | $4,621-50.0% | $3,968-41.8% | $6,396-63.9% |
| Admin fee / account holder | $2,343 | $6,690-65.0% | $5,929-60.5% | $12,562-81.3% |