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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 | $95,063 | $148,623-36.0% | $135,974-30.1% | $139,466-31.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.60% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,748 | $5,246-66.7% | $4,859-64.0% | $4,754-63.2% |
| Participant deferral / active EE | $9,947 | $8,103+22.8% | $7,760+28.2% | $6,712+48.2% |
| Admin fee / account holder | $555 | $12,406-95.5% | $10,767-94.8% | $11,409-95.1% |