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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 | $32,642 | $76,368-57.3% | $67,681-51.8% | $154,746-78.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 73.7%+13.8pp | 80.7%+6.8pp |
| Annual return | 13.22% | 1066.77%-1053.6pp | 590.58%-577.4pp | 172.34%-159.1pp |
| Employer contribution / active EE | $957 | $3,151-69.6% | $2,678-64.3% | $4,379-78.2% |
| Participant deferral / active EE | $1,237 | $4,824-74.4% | $3,976-68.9% | $6,730-81.6% |
| Admin fee / account holder | $1,183 | $8,559-86.2% | $6,100-80.6% | $14,365-91.8% |