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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 | $36,117 | $234,190-84.6% | $180,320-80.0% | $198,609-81.8% |
| Participation rate | 95.2% | 77.1%+18.1pp | 71.5%+23.7pp | 82.4%+12.9pp |
| Annual return | 13.81% | 1057.44%-1043.6pp | 778.54%-764.7pp | 202.70%-188.9pp |
| Employer contribution / active EE | $902 | $5,258-82.8% | $4,108-78.0% | $5,055-82.2% |
| Participant deferral / active EE | $2,005 | $4,988-59.8% | $4,304-53.4% | $6,977-71.3% |
| Admin fee / account holder | $757 | $12,558-94.0% | $10,000-92.4% | $19,030-96.0% |