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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 | $19,471 | $202,460-90.4% | $169,385-88.5% | $139,456-86.0% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 13.59% | 532.07%-518.5pp | 405.82%-392.2pp | 373.45%-359.9pp |
| Employer contribution / active EE | $1,055 | $4,691-77.5% | $4,012-73.7% | $4,753-77.8% |
| Participant deferral / active EE | $3,302 | $6,938-52.4% | $6,221-46.9% | $6,711-50.8% |
| Admin fee / account holder | $494 | $10,719-95.4% | $9,011-94.5% | $11,407-95.7% |