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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 | $202,460-89.6% | $169,385-87.6% | $139,456-85.0% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.2%+2.8pp | 80.3%-0.3pp |
| Annual return | 16.90% | 532.07%-515.2pp | 405.82%-388.9pp | 373.45%-356.6pp |
| Employer contribution / active EE | $1,628 | $4,691-65.3% | $4,012-59.4% | $4,753-65.7% |
| Participant deferral / active EE | $4,615 | $6,938-33.5% | $6,221-25.8% | $6,711-31.2% |
| Admin fee / account holder | $2,123 | $10,719-80.2% | $9,011-76.4% | $11,407-81.4% |