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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 | $88,848 | $198,462-55.2% | $170,439-47.9% | $147,585-39.8% |
| Participation rate | 81.8% | 88.0%-6.2pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 15.55% | 257.30%-241.7pp | 205.94%-190.4pp | 578.58%-563.0pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,986 | $5,629+6.3% | $4,939+21.2% | $5,439+10.1% |
| Admin fee / account holder | $314 | $16,852-98.1% | $13,881-97.7% | $10,886-97.1% |