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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 | $75,889 | $210,698-64.0% | $178,014-57.4% | $145,959-48.0% |
| Participation rate | 73.7% | 80.8%-7.1pp | 77.1%-3.4pp | 80.3%-6.6pp |
| Annual return | 13.64% | 386.27%-372.6pp | 294.80%-281.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,654 | $4,567-63.8% | $3,950-58.1% | $4,661-64.5% |
| Participant deferral / active EE | $2,585 | $6,958-62.8% | $6,276-58.8% | $6,689-61.3% |
| Admin fee / account holder | $1,257 | $12,016-89.5% | $10,362-87.9% | $13,398-90.6% |