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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 | $31,072 | $88,778-65.0% | $81,844-62.0% | $145,884-78.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 23.87% | 1033.03%-1009.2pp | 778.87%-755.0pp | 551.85%-528.0pp |
| Employer contribution / active EE | $1,363 | $3,087-55.9% | $2,916-53.3% | $4,662-70.8% |
| Participant deferral / active EE | $7,823 | $4,648+68.3% | $4,323+80.9% | $6,690+16.9% |
| Admin fee / account holder | $1,098 | $8,430-87.0% | $7,355-85.1% | $13,392-91.8% |