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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 | $60,805 | $73,546-17.3% | $63,018-3.5% | $147,586-58.8% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 25.68% | 175.56%-149.9pp | 87.62%-61.9pp | 578.59%-552.9pp |
| Employer contribution / active EE | $3,715 | $3,324+11.8% | $2,761+34.6% | $4,876-23.8% |
| Participant deferral / active EE | $4,683 | $4,185+11.9% | $3,330+40.6% | $5,439-13.9% |
| Admin fee / account holder | $1,004 | $5,956-83.1% | $3,601-72.1% | $10,886-90.8% |