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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 | $113,643 | $217,432-47.7% | $185,851-38.9% | $167,553-32.2% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 8.90% | 148.43%-139.5pp | 122.11%-113.2pp | 478.89%-470.0pp |
| Employer contribution / active EE | $2,638 | $5,874-55.1% | $5,168-49.0% | $4,840-45.5% |
| Participant deferral / active EE | $6,861 | $6,357+7.9% | $5,569+23.2% | $6,343+8.2% |
| Admin fee / account holder | $1,240 | $19,820-93.7% | $16,245-92.4% | $12,316-89.9% |