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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 | $70,839 | $134,817-47.5% | $123,973-42.9% | $155,188-54.4% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.7%+5.7pp | 80.8%+1.5pp |
| Annual return | 16.08% | 515.49%-499.4pp | 388.13%-372.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,857 | $4,425-58.0% | $4,126-55.0% | $4,248-56.3% |
| Participant deferral / active EE | $2,515 | $5,706-55.9% | $5,247-52.1% | $6,531-61.5% |
| Admin fee / account holder | $5,399 | $13,245-59.2% | $11,799-54.2% | $14,480-62.7% |