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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 | $141,059 | $198,457-28.9% | $170,435-17.2% | $147,586-4.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 18.26% | 257.30%-239.0pp | 205.94%-187.7pp | 578.59%-560.3pp |
| Employer contribution / active EE | $2,506 | $6,183-59.5% | $5,432-53.9% | $4,876-48.6% |
| Participant deferral / active EE | $7,388 | $5,629+31.2% | $4,939+49.6% | $5,439+35.8% |
| Admin fee / account holder | $1,723 | $16,852-89.8% | $13,881-87.6% | $10,886-84.2% |