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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 | $23,014 | $202,440-88.6% | $169,390-86.4% | $139,466-83.5% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.86% | 532.36%-519.5pp | 406.07%-393.2pp | 373.66%-360.8pp |
| Employer contribution / active EE | $2,437 | $4,693-48.1% | $4,013-39.3% | $4,754-48.7% |
| Participant deferral / active EE | $3,622 | $6,940-47.8% | $6,222-41.8% | $6,712-46.0% |
| Admin fee / account holder | $7,070 | $10,722-34.1% | $9,015-21.6% | $11,409-38.0% |