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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 | $128,668 | $217,427-40.8% | $185,837-30.8% | $167,518-23.2% |
| Participation rate | 81.3% | 86.0%-4.8pp | 81.7%-0.5pp | 82.1%-0.9pp |
| Annual return | 13.71% | 148.39%-134.7pp | 122.08%-108.4pp | 478.71%-465.0pp |
| Employer contribution / active EE | $1,591 | $5,874-72.9% | $5,168-69.2% | $4,838-67.1% |
| Participant deferral / active EE | $4,439 | $6,357-30.2% | $5,568-20.3% | $6,342-30.0% |
| Admin fee / account holder | $22,611 | $19,816+14.1% | $16,241+39.2% | $12,312+83.6% |