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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 | $33,311 | $169,336-80.3% | $129,384-74.3% | $145,884-77.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 20.93% | 14408.70%-14387.8pp | 9461.77%-9440.8pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,187 | $5,540-60.5% | $4,153-47.3% | $4,662-53.1% |
| Participant deferral / active EE | $2,332 | $4,985-53.2% | $4,166-44.0% | $6,690-65.1% |
| Admin fee / account holder | $1,166 | $9,912-88.2% | $7,686-84.8% | $13,392-91.3% |