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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 | $107,838 | $159,978-32.6% | $147,041-26.7% | $145,978-26.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.55% | 98.36%-80.8pp | 419.21%-401.7pp | 550.52%-533.0pp |
| Employer contribution / active EE | $1,603 | $5,288-69.7% | $4,935-67.5% | $4,662-65.6% |
| Participant deferral / active EE | $6,756 | $8,429-19.8% | $8,071-16.3% | $6,690+1.0% |
| Admin fee / account holder | $1,013 | $15,053-93.3% | $13,006-92.2% | $13,400-92.4% |