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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 | $129,691 | $176,120-26.4% | $159,487-18.7% | $167,553-22.6% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.05% | 331.95%-319.9pp | 263.71%-251.7pp | 478.89%-466.8pp |
| Employer contribution / active EE | $3,880 | $5,299-26.8% | $4,831-19.7% | $4,840-19.8% |
| Participant deferral / active EE | $5,466 | $7,752-29.5% | $7,354-25.7% | $6,343-13.8% |
| Admin fee / account holder | $998 | $12,561-92.1% | $10,804-90.8% | $12,316-91.9% |