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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 | $32,037 | $100,895-68.2% | $90,430-64.6% | $158,950-79.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 9.39% | 1725.54%-1716.2pp | 1293.73%-1284.3pp | 302.91%-293.5pp |
| Employer contribution / active EE | $285 | $3,689-92.3% | $3,262-91.3% | $4,762-94.0% |
| Participant deferral / active EE | $6,089 | $4,347+40.1% | $3,963+53.6% | $5,983+1.8% |
| Admin fee / account holder | $420 | $6,505-93.5% | $5,613-92.5% | $11,248-96.3% |