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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 | $29,852 | $99,011-69.9% | $86,582-65.5% | $147,586-79.8% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 15.46% | 1312.75%-1297.3pp | 965.08%-949.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $399 | $3,132-87.2% | $2,839-85.9% | $4,876-91.8% |
| Participant deferral / active EE | $868 | $3,972-78.1% | $3,609-75.9% | $5,439-84.0% |
| Admin fee / account holder | $1,292 | $5,709-77.4% | $4,904-73.6% | $10,886-88.1% |