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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 | $32,246 | $202,342-84.1% | $172,752-81.3% | $152,897-78.9% |
| Participation rate | 95.0% | 87.1%+7.9pp | 82.6%+12.4pp | 82.5%+12.5pp |
| Annual return | 24.02% | 1029.83%-1005.8pp | 802.97%-778.9pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,578 | $5,858-73.1% | $5,144-69.3% | $4,764-66.9% |
| Participant deferral / active EE | $2,959 | $5,948-50.3% | $5,198-43.1% | $5,851-49.4% |
| Admin fee / account holder | $1,145 | $17,111-93.3% | $13,955-91.8% | $11,599-90.1% |