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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 | $62,552 | $155,840-59.9% | $124,694-49.8% | $167,553-62.7% |
| Participation rate | 78.6% | 81.1%-2.5pp | 74.6%+4.0pp | 82.1%-3.5pp |
| Annual return | 18.78% | 17.98%+0.8pp | 5144.82%-5126.0pp | 478.89%-460.1pp |
| Employer contribution / active EE | $6,013 | $4,165+44.4% | $3,325+80.9% | $4,840+24.2% |
| Participant deferral / active EE | $6,297 | $5,675+11.0% | $4,615+36.4% | $6,343-0.7% |
| Admin fee / account holder | $302 | $9,536-96.8% | $7,495-96.0% | $12,316-97.5% |