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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 | $19,236 | $180,749-89.4% | $160,784-88.0% | $137,256-86.0% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.0%+13.0pp | 80.0%+10.0pp |
| Annual return | 17.09% | 2234.46%-2217.4pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $538 | $4,155-87.0% | $3,733-85.6% | $4,156-87.1% |
| Participant deferral / active EE | $1,625 | $6,844-76.3% | $6,293-74.2% | $6,407-74.6% |
| Admin fee / account holder | $1,030 | $10,397-90.1% | $9,717-89.4% | $12,270-91.6% |