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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 | $72,071-87.7% | $68,368-87.0% | $137,256-93.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 18.03% | 353.14%-335.1pp | 292.57%-274.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,317 | $2,788-52.8% | $2,649-50.3% | $4,156-68.3% |
| Participant deferral / active EE | $2,157 | $4,410-51.1% | $4,123-47.7% | $6,407-66.3% |
| Admin fee / account holder | $853 | $5,336-84.0% | $5,150-83.4% | $12,270-93.0% |