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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 | $11,880 | $95,664-87.6% | $76,902-84.6% | $139,487-91.5% |
| Participation rate | 95.8% | 74.0%+21.8pp | 69.6%+26.2pp | 80.3%+15.5pp |
| Annual return | 18.13% | 55.03%-36.9pp | 37.91%-19.8pp | 373.84%-355.7pp |
| Employer contribution / active EE | $908 | $3,147-71.1% | $2,534-64.2% | $4,755-80.9% |
| Participant deferral / active EE | $1,689 | $4,626-63.5% | $3,833-56.0% | $6,713-74.8% |
| Admin fee / account holder | $1,841 | $8,311-77.8% | $5,479-66.4% | $11,407-83.9% |