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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 | $142,382 | $198,457-28.3% | $170,435-16.5% | $147,586-3.5% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 20.48% | 257.30%-236.8pp | 205.94%-185.5pp | 578.59%-558.1pp |
| Employer contribution / active EE | $1,963 | $6,183-68.3% | $5,432-63.9% | $4,876-59.8% |
| Participant deferral / active EE | $4,317 | $5,629-23.3% | $4,939-12.6% | $5,439-20.6% |
| Admin fee / account holder | $747 | $16,852-95.6% | $13,881-94.6% | $10,886-93.1% |