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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 | $24,370 | $88,702-72.5% | $81,780-70.2% | $145,978-83.3% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.4%+22.1pp | 80.3%+14.2pp |
| Annual return | 10.95% | 1029.12%-1018.2pp | 776.27%-765.3pp | 550.52%-539.6pp |
| Employer contribution / active EE | $797 | $3,084-74.2% | $2,914-72.7% | $4,662-82.9% |
| Participant deferral / active EE | $2,759 | $4,645-40.6% | $4,321-36.2% | $6,690-58.8% |
| Admin fee / account holder | $481 | $8,414-94.3% | $7,384-93.5% | $13,400-96.4% |