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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 | $79,944 | $160,070-50.1% | $147,117-45.7% | $145,897-45.2% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.3pp | 80.3%-3.4pp |
| Annual return | 17.51% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $1,213 | $5,285-77.0% | $4,932-75.4% | $4,663-74.0% |
| Participant deferral / active EE | $10,608 | $8,419+26.0% | $8,065+31.5% | $6,689+58.6% |
| Admin fee / account holder | $1,724 | $15,035-88.5% | $12,993-86.7% | $13,390-87.1% |