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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 | $91,884 | $198,461-53.7% | $170,436-46.1% | $147,585-37.7% |
| Participation rate | 76.5% | 88.0%-11.5pp | 83.6%-7.1pp | 82.8%-6.4pp |
| Annual return | 13.41% | 257.30%-243.9pp | 205.94%-192.5pp | 578.57%-565.2pp |
| Employer contribution / active EE | $1,398 | $6,184-77.4% | $5,433-74.3% | $4,876-71.3% |
| Participant deferral / active EE | $5,135 | $5,629-8.8% | $4,939+4.0% | $5,439-5.6% |
| Admin fee / account holder | $644 | $16,852-96.2% | $13,880-95.4% | $10,885-94.1% |