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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 | $96,787 | $217,432-55.5% | $185,849-47.9% | $167,536-42.2% |
| Participation rate | 76.9% | 86.1%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 15.19% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,612 | $5,875-72.6% | $5,169-68.8% | $4,839-66.7% |
| Participant deferral / active EE | $3,605 | $6,357-43.3% | $5,569-35.3% | $6,342-43.2% |
| Admin fee / account holder | $1,038 | $19,818-94.8% | $16,244-93.6% | $12,315-91.6% |