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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 | $38,805 | $169,237-77.1% | $129,339-70.0% | $145,978-73.4% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 20.20% | 14364.43%-14344.2pp | 9437.05%-9416.9pp | 550.52%-530.3pp |
| Employer contribution / active EE | $1,193 | $5,540-78.5% | $4,154-71.3% | $4,662-74.4% |
| Participant deferral / active EE | $4,122 | $4,991-17.4% | $4,170-1.1% | $6,690-38.4% |
| Admin fee / account holder | $469 | $9,882-95.3% | $7,668-93.9% | $13,400-96.5% |