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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 | $47,802 | $169,336-71.8% | $129,384-63.1% | $145,884-67.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 19.47% | 14408.70%-14389.2pp | 9461.77%-9442.3pp | 551.85%-532.4pp |
| Employer contribution / active EE | $1,289 | $5,540-76.7% | $4,153-69.0% | $4,662-72.3% |
| Participant deferral / active EE | $1,289 | $4,985-74.1% | $4,166-69.0% | $6,690-80.7% |
| Admin fee / account holder | $311 | $9,912-96.9% | $7,686-96.0% | $13,392-97.7% |