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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 | $77,808 | $209,422-62.8% | $178,503-56.4% | $158,982-51.1% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 14.55% | 188.81%-174.3pp | 151.12%-136.6pp | 302.99%-288.4pp |
| Employer contribution / active EE | $1,723 | $5,707-69.8% | $5,011-65.6% | $4,763-63.8% |
| Participant deferral / active EE | $5,719 | $5,955-4.0% | $5,202+9.9% | $5,983-4.4% |
| Admin fee / account holder | $947 | $17,079-94.5% | $13,987-93.2% | $11,252-91.6% |