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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 | $8,891 | $102,595-91.3% | $94,057-90.5% | $154,746-94.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 80.7%+6.8pp |
| Annual return | 18.03% | 583.42%-565.4pp | 480.62%-462.6pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,317 | $3,147-58.2% | $2,933-55.1% | $4,379-69.9% |
| Participant deferral / active EE | $2,157 | $5,118-57.9% | $4,709-54.2% | $6,730-68.0% |
| Admin fee / account holder | $853 | $7,736-89.0% | $7,244-88.2% | $14,365-94.1% |