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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 | $82,933 | $202,342-59.0% | $172,752-52.0% | $152,897-45.8% |
| Participation rate | 95.7% | 87.1%+8.6pp | 82.6%+13.0pp | 82.5%+13.2pp |
| Annual return | 21.17% | 1029.83%-1008.7pp | 802.97%-781.8pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,709 | $5,858-70.8% | $5,144-66.8% | $4,764-64.1% |
| Participant deferral / active EE | $5,566 | $5,948-6.4% | $5,198+7.1% | $5,851-4.9% |
| Admin fee / account holder | $910 | $17,111-94.7% | $13,955-93.5% | $11,599-92.2% |