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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 | $91,455 | $112,131-18.4% | $95,964-4.7% | $158,982-42.5% |
| Participation rate | 76.2% | 79.0%-2.8pp | 77.1%-0.9pp | 82.0%-5.8pp |
| Annual return | 14.32% | 171.19%-156.9pp | 91.64%-77.3pp | 302.99%-288.7pp |
| Employer contribution / active EE | $892 | $3,199-72.1% | $2,541-64.9% | $4,763-81.3% |
| Participant deferral / active EE | $3,121 | $4,784-34.8% | $4,167-25.1% | $5,983-47.8% |
| Admin fee / account holder | $437 | $10,136-95.7% | $6,797-93.6% | $11,252-96.1% |