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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 | $68,097-52.1% | $62,929-48.1% | $137,256-76.2% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 13.22% | 1859.11%-1845.9pp | 1063.93%-1050.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $957 | $2,811-66.0% | $2,505-61.8% | $4,156-77.0% |
| Participant deferral / active EE | $1,237 | $4,553-72.8% | $3,888-68.2% | $6,407-80.7% |
| Admin fee / account holder | $1,183 | $6,521-81.9% | $5,065-76.6% | $12,270-90.4% |