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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 | $38,974 | $217,432-82.1% | $185,849-79.0% | $167,536-76.7% |
| Participation rate | 81.0% | 86.1%-5.1pp | 81.7%-0.8pp | 82.1%-1.2pp |
| Annual return | 15.02% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $2,210 | $5,875-62.4% | $5,169-57.3% | $4,839-54.3% |
| Participant deferral / active EE | $3,792 | $6,357-40.4% | $5,569-31.9% | $6,342-40.2% |
| Admin fee / account holder | $326 | $19,818-98.4% | $16,244-98.0% | $12,315-97.4% |