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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 | $41,592 | $217,427-80.9% | $185,837-77.6% | $167,518-75.2% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 14.88% | 148.39%-133.5pp | 122.08%-107.2pp | 478.71%-463.8pp |
| Employer contribution / active EE | $1,914 | $5,874-67.4% | $5,168-63.0% | $4,838-60.4% |
| Participant deferral / active EE | $5,492 | $6,357-13.6% | $5,568-1.4% | $6,342-13.4% |
| Admin fee / account holder | $696 | $19,816-96.5% | $16,241-95.7% | $12,312-94.3% |