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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 | $85,004 | $175,231-51.5% | $149,696-43.2% | $139,466-39.1% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 27.98% | 166.77%-138.8pp | 134.46%-106.5pp | 373.66%-345.7pp |
| Employer contribution / active EE | $1,912 | $5,478-65.1% | $4,821-60.3% | $4,754-59.8% |
| Participant deferral / active EE | $2,166 | $6,521-66.8% | $5,682-61.9% | $6,712-67.7% |
| Admin fee / account holder | $2,030 | $16,155-87.4% | $13,212-84.6% | $11,409-82.2% |