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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 | $38,531 | $96,123-59.9% | $77,361-50.2% | $198,609-80.6% |
| Participation rate | 93.8% | 81.1%+12.6pp | 75.0%+18.8pp | 82.4%+11.4pp |
| Annual return | 8.10% | 2054.81%-2046.7pp | 1011.54%-1003.4pp | 202.70%-194.6pp |
| Employer contribution / active EE | $1,284 | $3,791-66.1% | $2,990-57.0% | $5,055-74.6% |
| Participant deferral / active EE | $1,798 | $4,975-63.9% | $3,911-54.0% | $6,977-74.2% |
| Admin fee / account holder | $639 | $9,471-93.3% | $5,894-89.2% | $19,030-96.6% |