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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 | $94,131 | $226,135-58.4% | $182,558-48.4% | $152,909-38.4% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.0%-1.8pp | 82.5%-6.3pp |
| Annual return | 22.14% | 192.60%-170.5pp | 148.59%-126.5pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,898 | $4,979-61.9% | $4,076-53.4% | $4,764-60.2% |
| Participant deferral / active EE | $4,495 | $6,371-29.4% | $5,526-18.7% | $5,851-23.2% |
| Admin fee / account holder | $540 | $10,707-95.0% | $8,594-93.7% | $11,601-95.3% |