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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 | $49,105 | $176,688-72.2% | $130,660-62.4% | $152,885-67.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.5%+5.0pp |
| Annual return | 19.01% | 2693.08%-2674.1pp | 1709.29%-1690.3pp | 345.39%-326.4pp |
| Employer contribution / active EE | $572 | $5,743-90.0% | $4,092-86.0% | $4,763-88.0% |
| Participant deferral / active EE | $1,298 | $4,362-70.2% | $3,603-64.0% | $5,851-77.8% |
| Admin fee / account holder | $797 | $7,131-88.8% | $5,463-85.4% | $11,598-93.1% |