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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 | $169,336-77.1% | $129,384-70.0% | $145,884-73.4% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.6%+17.0pp | 80.3%+6.4pp |
| Annual return | 20.20% | 14408.70%-14388.5pp | 9461.77%-9441.6pp | 551.85%-531.7pp |
| Employer contribution / active EE | $1,193 | $5,540-78.5% | $4,153-71.3% | $4,662-74.4% |
| Participant deferral / active EE | $4,122 | $4,985-17.3% | $4,166-1.0% | $6,690-38.4% |
| Admin fee / account holder | $469 | $9,912-95.3% | $7,686-93.9% | $13,392-96.5% |