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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 | $9,342 | $88,754-89.5% | $81,820-88.6% | $145,877-93.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 22.17% | 1031.77%-1009.6pp | 777.93%-755.8pp | 551.28%-529.1pp |
| Employer contribution / active EE | $3,661 | $3,085+18.7% | $2,915+25.6% | $4,663-21.5% |
| Participant deferral / active EE | $3,661 | $4,648-21.2% | $4,323-15.3% | $6,691-45.3% |
| Admin fee / account holder | $337 | $8,424-96.0% | $7,391-95.4% | $13,402-97.5% |