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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 | $32,928 | $99,011-66.7% | $86,582-62.0% | $147,586-77.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 13.72% | 1312.75%-1299.0pp | 965.08%-951.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $898 | $3,132-71.3% | $2,839-68.4% | $4,876-81.6% |
| Participant deferral / active EE | $2,010 | $3,972-49.4% | $3,609-44.3% | $5,439-63.0% |
| Admin fee / account holder | $3,797 | $5,709-33.5% | $4,904-22.6% | $10,886-65.1% |