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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 | $16,791 | $70,366-76.1% | $66,674-74.8% | $138,895-87.9% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 16.46% | 386.41%-370.0pp | 321.24%-304.8pp | 145.39%-128.9pp |
| Employer contribution / active EE | $755 | $2,765-72.7% | $2,620-71.2% | $4,194-82.0% |
| Participant deferral / active EE | $3,964 | $4,374-9.4% | $4,084-2.9% | $6,396-38.0% |
| Admin fee / account holder | $3,704 | $5,262-29.6% | $5,098-27.4% | $12,562-70.5% |