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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 | $32,371 | $217,432-85.1% | $185,851-82.6% | $167,553-80.7% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 8.91% | 148.43%-139.5pp | 122.11%-113.2pp | 478.89%-470.0pp |
| Employer contribution / active EE | $2,512 | $5,874-57.2% | $5,168-51.4% | $4,840-48.1% |
| Participant deferral / active EE | $4,252 | $6,357-33.1% | $5,569-23.6% | $6,343-33.0% |
| Admin fee / account holder | $421 | $19,820-97.9% | $16,245-97.4% | $12,316-96.6% |