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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 | $20,964 | $202,440-89.6% | $169,390-87.6% | $139,466-85.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 16.90% | 532.36%-515.5pp | 406.07%-389.2pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,628 | $4,693-65.3% | $4,013-59.4% | $4,754-65.8% |
| Participant deferral / active EE | $4,615 | $6,940-33.5% | $6,222-25.8% | $6,712-31.2% |
| Admin fee / account holder | $2,123 | $10,722-80.2% | $9,015-76.5% | $11,409-81.4% |