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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 | $51,228 | $169,361-69.8% | $129,397-60.4% | $145,877-64.9% |
| Participation rate | 82.6% | 76.5%+6.1pp | 69.6%+13.0pp | 80.3%+2.3pp |
| Annual return | 16.14% | 14395.54%-14379.4pp | 9453.98%-9437.8pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,142 | $5,542-79.4% | $4,154-72.5% | $4,663-75.5% |
| Participant deferral / active EE | $3,828 | $4,987-23.3% | $4,167-8.1% | $6,691-42.8% |
| Admin fee / account holder | $4,383 | $9,903-55.7% | $7,679-42.9% | $13,402-67.3% |