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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 | $32,137 | $88,815-63.8% | $81,882-60.8% | $145,897-78.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.08% | 1033.75%-1018.7pp | 779.47%-764.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $399 | $3,086-87.1% | $2,916-86.3% | $4,663-91.5% |
| Participant deferral / active EE | $797 | $4,647-82.9% | $4,323-81.6% | $6,689-88.1% |
| Admin fee / account holder | $19,004 | $8,434+125.3% | $7,360+158.2% | $13,390+41.9% |