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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 | $146,032 | $159,978-8.7% | $147,041-0.7% | $145,9780% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 18.22% | 98.36%-80.1pp | 419.21%-401.0pp | 550.52%-532.3pp |
| Employer contribution / active EE | $3,333 | $5,288-37.0% | $4,935-32.5% | $4,662-28.5% |
| Participant deferral / active EE | $9,704 | $8,429+15.1% | $8,071+20.2% | $6,690+45.1% |
| Admin fee / account holder | $516 | $15,053-96.6% | $13,006-96.0% | $13,400-96.2% |