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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 | $83,635 | $157,304-46.8% | $141,197-40.8% | $152,909-45.3% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 24.67% | 64.34%-39.7pp | 71.41%-46.7pp | 345.46%-320.8pp |
| Employer contribution / active EE | $11,903 | $5,263+126.2% | $4,736+151.3% | $4,764+149.9% |
| Participant deferral / active EE | $4,118 | $7,111-42.1% | $6,710-38.6% | $5,851-29.6% |
| Admin fee / account holder | $469 | $12,126-96.1% | $10,265-95.4% | $11,601-96.0% |