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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 | $31,806 | $202,342-84.3% | $172,753-81.6% | $152,909-79.2% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 18.56% | 1029.88%-1011.3pp | 803.00%-784.4pp | 345.46%-326.9pp |
| Employer contribution / active EE | $1,583 | $5,857-73.0% | $5,144-69.2% | $4,764-66.8% |
| Participant deferral / active EE | $2,798 | $5,948-53.0% | $5,198-46.2% | $5,851-52.2% |
| Admin fee / account holder | $1,872 | $17,112-89.1% | $13,956-86.6% | $11,601-83.9% |