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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 | $39,781 | $217,432-81.7% | $185,851-78.6% | $167,553-76.3% |
| Participation rate | 76.9% | 86.1%-9.1pp | 81.7%-4.8pp | 82.1%-5.2pp |
| Annual return | 14.90% | 148.43%-133.5pp | 122.11%-107.2pp | 478.89%-464.0pp |
| Employer contribution / active EE | $1,788 | $5,874-69.6% | $5,168-65.4% | $4,840-63.1% |
| Participant deferral / active EE | $5,583 | $6,357-12.2% | $5,569+0.3% | $6,343-12.0% |
| Admin fee / account holder | $3,004 | $19,820-84.8% | $16,245-81.5% | $12,316-75.6% |