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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 | $121,289 | $160,028-24.2% | $147,080-17.5% | $145,884-16.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 15.32% | 98.60%-83.3pp | 420.17%-404.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,877 | $5,286-64.5% | $4,933-62.0% | $4,662-59.7% |
| Participant deferral / active EE | $4,174 | $8,422-50.4% | $8,066-48.3% | $6,690-37.6% |
| Admin fee / account holder | $1,994 | $15,030-86.7% | $12,989-84.7% | $13,392-85.1% |