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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 | $33,308 | $185,225-82.0% | $142,898-76.7% | $167,536-80.1% |
| Participation rate | 85.7% | 78.5%+7.2pp | 72.0%+13.8pp | 82.1%+3.6pp |
| Annual return | 10.58% | 8558.12%-8547.5pp | 5639.64%-5629.1pp | 478.82%-468.2pp |
| Employer contribution / active EE | $687 | $5,607-87.7% | $4,146-83.4% | $4,839-85.8% |
| Participant deferral / active EE | $1,331 | $4,496-70.4% | $3,838-65.3% | $6,342-79.0% |
| Admin fee / account holder | $583 | $8,032-92.7% | $6,560-91.1% | $12,315-95.3% |