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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 | $68,830 | $202,342-66.0% | $172,752-60.2% | $152,897-55.0% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.5%+2.5pp |
| Annual return | 17.05% | 1029.83%-1012.8pp | 802.97%-785.9pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,708 | $5,858-70.8% | $5,144-66.8% | $4,764-64.1% |
| Participant deferral / active EE | $3,396 | $5,948-42.9% | $5,198-34.7% | $5,851-42.0% |
| Admin fee / account holder | $1,172 | $17,111-93.2% | $13,955-91.6% | $11,599-89.9% |