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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 | $141,008 | $177,353-20.5% | $158,226-10.9% | $198,609-29.0% |
| Participation rate | 71.4% | 77.0%-5.6pp | 74.8%-3.4pp | 82.4%-10.9pp |
| Annual return | 14.95% | 599.50%-584.6pp | 501.41%-486.5pp | 202.70%-187.7pp |
| Employer contribution / active EE | $1,709 | $3,239-47.2% | $2,986-42.8% | $5,055-66.2% |
| Participant deferral / active EE | $3,682 | $4,615-20.2% | $4,317-14.7% | $6,977-47.2% |
| Admin fee / account holder | $875 | $10,960-92.0% | $10,217-91.4% | $19,030-95.4% |