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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 | $136,467 | $209,428-34.8% | $178,498-23.5% | $158,950-14.1% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.06% | 188.78%-170.7pp | 151.09%-133.0pp | 302.91%-284.8pp |
| Employer contribution / active EE | $1,453 | $5,707-74.5% | $5,011-71.0% | $4,762-69.5% |
| Participant deferral / active EE | $3,745 | $5,955-37.1% | $5,202-28.0% | $5,983-37.4% |
| Admin fee / account holder | $1,128 | $17,077-93.4% | $13,985-91.9% | $11,248-90.0% |