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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 | $46,670 | $202,342-76.9% | $172,752-73.0% | $152,897-69.5% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 20.65% | 1029.83%-1009.2pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $3,939 | $5,858-32.8% | $5,144-23.4% | $4,764-17.3% |
| Participant deferral / active EE | $5,343 | $5,948-10.2% | $5,198+2.8% | $5,851-8.7% |
| Admin fee / account holder | $17,862 | $17,111+4.4% | $13,955+28.0% | $11,599+54.0% |