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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 | $74,967 | $169,356-55.7% | $129,406-42.1% | $145,897-48.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.6%+13.7pp | 80.3%+3.0pp |
| Annual return | 17.56% | 14418.62%-14401.1pp | 9468.18%-9450.6pp | 552.29%-534.7pp |
| Employer contribution / active EE | $807 | $5,542-85.4% | $4,155-80.6% | $4,663-82.7% |
| Participant deferral / active EE | $1,234 | $4,987-75.3% | $4,167-70.4% | $6,689-81.6% |
| Admin fee / account holder | $2,174 | $9,915-78.1% | $7,689-71.7% | $13,390-83.8% |