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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 | $70,219 | $226,105-68.9% | $182,540-61.5% | $152,897-54.1% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.0%-0.2pp | 82.5%-4.7pp |
| Annual return | 33.71% | 192.58%-158.9pp | 148.58%-114.9pp | 345.43%-311.7pp |
| Employer contribution / active EE | $1,203 | $4,978-75.8% | $4,076-70.5% | $4,764-74.7% |
| Participant deferral / active EE | $6,285 | $6,370-1.3% | $5,525+13.7% | $5,851+7.4% |
| Admin fee / account holder | $3,985 | $10,706-62.8% | $8,593-53.6% | $11,599-65.6% |