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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 | $31,791 | $100,868-68.5% | $90,414-64.8% | $158,931-80.0% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 11.76% | 1724.58%-1712.8pp | 1293.19%-1281.4pp | 302.86%-291.1pp |
| Employer contribution / active EE | $655 | $3,689-82.2% | $3,262-79.9% | $4,761-86.2% |
| Participant deferral / active EE | $3,490 | $4,348-19.7% | $3,963-11.9% | $5,982-41.7% |
| Admin fee / account holder | $1,731 | $6,502-73.4% | $5,611-69.1% | $11,247-84.6% |