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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 | $95,587-87.6% | $77,175-84.6% | $139,427-91.5% |
| Participation rate | 95.8% | 74.0%+21.9pp | 69.6%+26.3pp | 80.3%+15.5pp |
| Annual return | 18.13% | 54.95%-36.8pp | 37.88%-19.8pp | 373.27%-355.1pp |
| Employer contribution / active EE | $908 | $3,144-71.1% | $2,533-64.1% | $4,752-80.9% |
| Participant deferral / active EE | $1,689 | $4,622-63.5% | $3,832-55.9% | $6,711-74.8% |
| Admin fee / account holder | $1,841 | $8,300-77.8% | $5,474-66.4% | $11,404-83.9% |