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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 | $37,189 | $169,237-78.0% | $129,339-71.2% | $145,978-74.5% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 16.89% | 14364.43%-14347.5pp | 9437.05%-9420.2pp | 550.52%-533.6pp |
| Employer contribution / active EE | $1,248 | $5,540-77.5% | $4,154-70.0% | $4,662-73.2% |
| Participant deferral / active EE | $4,552 | $4,991-8.8% | $4,170+9.2% | $6,690-32.0% |
| Admin fee / account holder | $972 | $9,882-90.2% | $7,668-87.3% | $13,400-92.7% |