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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 | $33,478 | $100,895-66.8% | $90,430-63.0% | $158,950-78.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.6pp | 82.0%+11.4pp |
| Annual return | 10.54% | 1725.54%-1715.0pp | 1293.73%-1283.2pp | 302.91%-292.4pp |
| Employer contribution / active EE | $243 | $3,689-93.4% | $3,262-92.6% | $4,762-94.9% |
| Participant deferral / active EE | $5,565 | $4,347+28.0% | $3,963+40.4% | $5,983-7.0% |
| Admin fee / account holder | $12,693 | $6,505+95.1% | $5,613+126.1% | $11,248+12.8% |