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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 | $42,399 | $156,963-73.0% | $121,204-65.0% | $139,466-69.6% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 27.04% | 1476.75%-1449.7pp | 987.18%-960.1pp | 373.66%-346.6pp |
| Employer contribution / active EE | $761 | $5,544-86.3% | $4,170-81.7% | $4,754-84.0% |
| Participant deferral / active EE | $1,523 | $4,848-68.6% | $4,083-62.7% | $6,712-77.3% |
| Admin fee / account holder | $2,410 | $6,953-65.3% | $5,651-57.4% | $11,409-78.9% |