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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 | $47,146 | $88,754-46.9% | $81,820-42.4% | $145,877-67.7% |
| Participation rate | 88.9% | 75.1%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 16.09% | 1031.77%-1015.7pp | 777.93%-761.8pp | 551.28%-535.2pp |
| Employer contribution / active EE | $631 | $3,085-79.5% | $2,915-78.3% | $4,663-86.5% |
| Participant deferral / active EE | $2,837 | $4,648-39.0% | $4,323-34.4% | $6,691-57.6% |
| Admin fee / account holder | $1,779 | $8,424-78.9% | $7,391-75.9% | $13,402-86.7% |