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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 | $51,517 | $202,342-74.5% | $172,752-70.2% | $152,897-66.3% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 15.86% | 1029.83%-1014.0pp | 802.97%-787.1pp | 345.43%-329.6pp |
| Employer contribution / active EE | $3,382 | $5,858-42.3% | $5,144-34.3% | $4,764-29.0% |
| Participant deferral / active EE | $6,620 | $5,948+11.3% | $5,198+27.4% | $5,851+13.1% |
| Admin fee / account holder | $1,779 | $17,111-89.6% | $13,955-87.3% | $11,599-84.7% |