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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 | $57,009 | $217,432-73.8% | $185,851-69.3% | $167,553-66.0% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 15.37% | 148.43%-133.1pp | 122.11%-106.7pp | 478.89%-463.5pp |
| Employer contribution / active EE | $2,088 | $5,874-64.5% | $5,168-59.6% | $4,840-56.9% |
| Participant deferral / active EE | $5,339 | $6,357-16.0% | $5,569-4.1% | $6,343-15.8% |
| Admin fee / account holder | $497 | $19,820-97.5% | $16,245-96.9% | $12,316-96.0% |