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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 | $90,330 | $198,461-54.5% | $170,436-47.0% | $147,585-38.8% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 20.43% | 257.30%-236.9pp | 205.94%-185.5pp | 578.57%-558.1pp |
| Employer contribution / active EE | $1,565 | $6,184-74.7% | $5,433-71.2% | $4,876-67.9% |
| Participant deferral / active EE | $2,191 | $5,629-61.1% | $4,939-55.6% | $5,439-59.7% |
| Admin fee / account holder | $432 | $16,852-97.4% | $13,880-96.9% | $10,885-96.0% |