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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 | $31,306 | $185,199-83.1% | $142,874-78.1% | $167,518-81.3% |
| Participation rate | 87.5% | 78.5%+9.0pp | 72.0%+15.5pp | 82.1%+5.4pp |
| Annual return | 28.04% | 8556.90%-8528.9pp | 5638.58%-5610.5pp | 478.71%-450.7pp |
| Employer contribution / active EE | $534 | $5,606-90.5% | $4,145-87.1% | $4,838-89.0% |
| Participant deferral / active EE | $1,456 | $4,495-67.6% | $3,838-62.1% | $6,342-77.0% |
| Admin fee / account holder | $6,210 | $8,031-22.7% | $6,561-5.3% | $12,312-49.6% |