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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 | $31,430 | $109,872-71.4% | $98,483-68.1% | $167,536-81.2% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 9.67% | 1959.31%-1949.6pp | 1494.38%-1484.7pp | 478.82%-469.1pp |
| Employer contribution / active EE | $1,311 | $3,225-59.4% | $2,961-55.7% | $4,839-72.9% |
| Participant deferral / active EE | $1,311 | $4,673-72.0% | $4,276-69.3% | $6,342-79.3% |
| Admin fee / account holder | $793 | $6,757-88.3% | $5,953-86.7% | $12,315-93.6% |