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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 | $128,520 | $209,422-38.6% | $178,503-28.0% | $158,982-19.2% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 14.92% | 188.81%-173.9pp | 151.12%-136.2pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,344 | $5,707-76.5% | $5,011-73.2% | $4,763-71.8% |
| Participant deferral / active EE | $4,259 | $5,955-28.5% | $5,202-18.1% | $5,983-28.8% |
| Admin fee / account holder | $346 | $17,079-98.0% | $13,987-97.5% | $11,252-96.9% |