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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 | $96,400 | $217,427-55.7% | $185,837-48.1% | $167,518-42.5% |
| Participation rate | 81.0% | 86.0%-5.1pp | 81.7%-0.8pp | 82.1%-1.2pp |
| Annual return | 15.69% | 148.39%-132.7pp | 122.08%-106.4pp | 478.71%-463.0pp |
| Employer contribution / active EE | $1,473 | $5,874-74.9% | $5,168-71.5% | $4,838-69.6% |
| Participant deferral / active EE | $2,557 | $6,357-59.8% | $5,568-54.1% | $6,342-59.7% |
| Admin fee / account holder | $6,518 | $19,816-67.1% | $16,241-59.9% | $12,312-47.1% |