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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 | $3,464 | $72,071-95.2% | $68,368-94.9% | $137,256-97.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 22.62% | 353.14%-330.5pp | 292.57%-270.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,318 | $2,788-52.7% | $2,649-50.2% | $4,156-68.3% |
| Participant deferral / active EE | $1,618 | $4,410-63.3% | $4,123-60.8% | $6,407-74.7% |
| Admin fee / account holder | $1,396 | $5,336-73.8% | $5,150-72.9% | $12,270-88.6% |