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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 | $73,421-55.5% | $66,439-50.9% | $155,188-79.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 74.5%+13.0pp | 80.8%+6.7pp |
| Annual return | 13.22% | 1382.37%-1369.1pp | 757.66%-744.4pp | 148.84%-135.6pp |
| Employer contribution / active EE | $957 | $3,039-68.5% | $2,637-63.7% | $4,248-77.5% |
| Participant deferral / active EE | $1,237 | $4,680-73.6% | $3,876-68.1% | $6,531-81.1% |
| Admin fee / account holder | $1,183 | $8,856-86.6% | $6,173-80.8% | $14,480-91.8% |