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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 | $30,720 | $169,361-81.9% | $129,397-76.3% | $145,877-78.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 10.84% | 14395.54%-14384.7pp | 9453.98%-9443.1pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,025 | $5,542-81.5% | $4,154-75.3% | $4,663-78.0% |
| Participant deferral / active EE | $1,706 | $4,987-65.8% | $4,167-59.1% | $6,691-74.5% |
| Admin fee / account holder | $469 | $9,903-95.3% | $7,679-93.9% | $13,402-96.5% |