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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 | $98,291 | $175,231-43.9% | $149,696-34.3% | $139,466-29.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.78% | 166.77%-145.0pp | 134.46%-112.7pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,128 | $5,478-79.4% | $4,821-76.6% | $4,754-76.3% |
| Participant deferral / active EE | $3,421 | $6,521-47.5% | $5,682-39.8% | $6,712-49.0% |
| Admin fee / account holder | $2,587 | $16,155-84.0% | $13,212-80.4% | $11,409-77.3% |