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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 | $97,376 | $183,627-47.0% | $155,602-37.4% | $145,978-33.3% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 9.89% | 61.32%-51.4pp | 64.81%-54.9pp | 550.52%-540.6pp |
| Employer contribution / active EE | $1,190 | $5,316-77.6% | $4,675-74.5% | $4,662-74.5% |
| Participant deferral / active EE | $5,196 | $6,466-19.6% | $5,629-7.7% | $6,690-22.3% |
| Admin fee / account holder | $1,818 | $19,327-90.6% | $15,923-88.6% | $13,400-86.4% |