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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 | $39,653 | $209,425-81.1% | $178,499-77.8% | $158,966-75.1% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 10.60% | 188.80%-178.2pp | 151.10%-140.5pp | 302.95%-292.4pp |
| Employer contribution / active EE | $4,506 | $5,707-21.1% | $5,011-10.1% | $4,762-5.4% |
| Participant deferral / active EE | $2,341 | $5,955-60.7% | $5,202-55.0% | $5,983-60.9% |
| Admin fee / account holder | $406 | $17,078-97.6% | $13,986-97.1% | $11,250-96.4% |