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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 | $32,532 | $88,778-63.4% | $81,844-60.3% | $145,884-77.7% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 9.64% | 1033.03%-1023.4pp | 778.87%-769.2pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,224 | $3,087-60.3% | $2,916-58.0% | $4,662-73.7% |
| Participant deferral / active EE | $3,014 | $4,648-35.2% | $4,323-30.3% | $6,690-54.9% |
| Admin fee / account holder | $740 | $8,430-91.2% | $7,355-89.9% | $13,392-94.5% |