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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 | $62,698 | $202,460-69.0% | $169,385-63.0% | $139,456-55.0% |
| Participation rate | 84.2% | 81.1%+3.1pp | 77.2%+7.0pp | 80.3%+3.9pp |
| Annual return | 18.94% | 532.07%-513.1pp | 405.82%-386.9pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,812 | $4,691-61.4% | $4,012-54.8% | $4,753-61.9% |
| Participant deferral / active EE | $2,634 | $6,938-62.0% | $6,221-57.7% | $6,711-60.8% |
| Admin fee / account holder | $685 | $10,719-93.6% | $9,011-92.4% | $11,407-94.0% |