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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 | $44,760 | $176,105-74.6% | $159,474-71.9% | $167,536-73.3% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 10.95% | 331.91%-321.0pp | 263.68%-252.7pp | 478.82%-467.9pp |
| Employer contribution / active EE | $2,237 | $5,299-57.8% | $4,831-53.7% | $4,839-53.8% |
| Participant deferral / active EE | $4,634 | $7,751-40.2% | $7,353-37.0% | $6,342-26.9% |
| Admin fee / account holder | $364 | $12,559-97.1% | $10,802-96.6% | $12,315-97.0% |