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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 | $16,139 | $88,778-81.8% | $81,844-80.3% | $145,884-88.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 14.85% | 1033.03%-1018.2pp | 778.87%-764.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,896 | $3,087-38.6% | $2,916-35.0% | $4,662-59.3% |
| Participant deferral / active EE | $1,743 | $4,648-62.5% | $4,323-59.7% | $6,690-73.9% |
| Admin fee / account holder | $1,883 | $8,430-77.7% | $7,355-74.4% | $13,392-85.9% |