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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 | $114,346 | $198,461-42.4% | $170,436-32.9% | $147,585-22.5% |
| Participation rate | 81.8% | 88.0%-6.2pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 17.31% | 257.30%-240.0pp | 205.94%-188.6pp | 578.57%-561.3pp |
| Employer contribution / active EE | $1,834 | $6,184-70.3% | $5,433-66.2% | $4,876-62.4% |
| Participant deferral / active EE | $2,619 | $5,629-53.5% | $4,939-47.0% | $5,439-51.8% |
| Admin fee / account holder | $810 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |