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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 | $58,626 | $202,460-71.0% | $169,385-65.4% | $139,456-58.0% |
| Participation rate | 93.8% | 81.1%+12.7pp | 77.2%+16.6pp | 80.3%+13.4pp |
| Annual return | 17.37% | 532.07%-514.7pp | 405.82%-388.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $2,210 | $4,691-52.9% | $4,012-44.9% | $4,753-53.5% |
| Participant deferral / active EE | $2,567 | $6,938-63.0% | $6,221-58.7% | $6,711-61.8% |
| Admin fee / account holder | $16,683 | $10,719+55.6% | $9,011+85.1% | $11,407+46.2% |