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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 | $98,363 | $198,457-50.4% | $170,435-42.3% | $147,586-33.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 17.54% | 257.30%-239.8pp | 205.94%-188.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,464 | $6,183-76.3% | $5,432-73.1% | $4,876-70.0% |
| Participant deferral / active EE | $6,487 | $5,629+15.2% | $4,939+31.3% | $5,439+19.3% |
| Admin fee / account holder | $614 | $16,852-96.4% | $13,881-95.6% | $10,886-94.4% |