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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 | $169,237-80.3% | $129,339-74.2% | $145,978-77.2% |
| Participation rate | 90.9% | 76.5%+14.4pp | 69.6%+21.3pp | 80.3%+10.6pp |
| Annual return | 20.93% | 14364.43%-14343.5pp | 9437.05%-9416.1pp | 550.52%-529.6pp |
| Employer contribution / active EE | $2,187 | $5,540-60.5% | $4,154-47.4% | $4,662-53.1% |
| Participant deferral / active EE | $2,332 | $4,991-53.3% | $4,170-44.1% | $6,690-65.1% |
| Admin fee / account holder | $1,166 | $9,882-88.2% | $7,668-84.8% | $13,400-91.3% |