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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 | $81,522 | $185,225-56.0% | $142,898-43.0% | $167,536-51.3% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 25.25% | 8558.12%-8532.9pp | 5639.64%-5614.4pp | 478.82%-453.6pp |
| Employer contribution / active EE | $689 | $5,607-87.7% | $4,146-83.4% | $4,839-85.8% |
| Participant deferral / active EE | $689 | $4,496-84.7% | $3,838-82.1% | $6,342-89.1% |
| Admin fee / account holder | $2,632 | $8,032-67.2% | $6,560-59.9% | $12,315-78.6% |