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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 | $20,488 | $202,463-89.9% | $169,397-87.9% | $139,487-85.3% |
| Participation rate | 92.9% | 81.1%+11.7pp | 77.2%+15.7pp | 80.3%+12.5pp |
| Annual return | 14.96% | 532.64%-517.7pp | 406.23%-391.3pp | 373.84%-358.9pp |
| Employer contribution / active EE | $1,687 | $4,694-64.1% | $4,013-58.0% | $4,755-64.5% |
| Participant deferral / active EE | $4,818 | $6,941-30.6% | $6,223-22.6% | $6,713-28.2% |
| Admin fee / account holder | $1,032 | $10,726-90.4% | $9,017-88.6% | $11,407-91.0% |