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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 | $74,074 | $159,978-53.7% | $147,041-49.6% | $145,978-49.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 20.18% | 98.36%-78.2pp | 419.21%-399.0pp | 550.52%-530.3pp |
| Employer contribution / active EE | $2,261 | $5,288-57.2% | $4,935-54.2% | $4,662-51.5% |
| Participant deferral / active EE | $3,535 | $8,429-58.1% | $8,071-56.2% | $6,690-47.2% |
| Admin fee / account holder | $728 | $15,053-95.2% | $13,006-94.4% | $13,400-94.6% |