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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 | $78,516 | $217,427-63.9% | $185,837-57.8% | $167,518-53.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 15.69% | 148.39%-132.7pp | 122.08%-106.4pp | 478.71%-463.0pp |
| Employer contribution / active EE | $3,760 | $5,874-36.0% | $5,168-27.2% | $4,838-22.3% |
| Participant deferral / active EE | $4,147 | $6,357-34.8% | $5,568-25.5% | $6,342-34.6% |
| Admin fee / account holder | $1,016 | $19,816-94.9% | $16,241-93.7% | $12,312-91.7% |