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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 | $34,065 | $124,175-72.6% | $108,405-68.6% | $167,536-79.7% |
| Participation rate | 88.9% | 82.3%+6.6pp | 80.1%+8.8pp | 82.1%+6.8pp |
| Annual return | 13.93% | 1380.13%-1366.2pp | 905.55%-891.6pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,356 | $4,188-67.6% | $3,559-61.9% | $4,839-72.0% |
| Participant deferral / active EE | $4,826 | $6,908-30.1% | $6,563-26.5% | $6,342-23.9% |
| Admin fee / account holder | $851 | $9,457-91.0% | $7,297-88.3% | $12,315-93.1% |