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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 | $65,867 | $202,326-67.4% | $172,745-61.9% | $152,870-56.9% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 22.82% | 1029.72%-1006.9pp | 802.90%-780.1pp | 345.34%-322.5pp |
| Employer contribution / active EE | $2,422 | $5,858-58.7% | $5,144-52.9% | $4,763-49.2% |
| Participant deferral / active EE | $4,476 | $5,948-24.7% | $5,197-13.9% | $5,850-23.5% |
| Admin fee / account holder | $969 | $17,110-94.3% | $13,954-93.1% | $11,597-91.6% |