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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 | $82,953 | $209,422-60.4% | $178,503-53.5% | $158,982-47.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 11.04% | 188.81%-177.8pp | 151.12%-140.1pp | 302.99%-291.9pp |
| Employer contribution / active EE | $1,545 | $5,707-72.9% | $5,011-69.2% | $4,763-67.6% |
| Participant deferral / active EE | $4,811 | $5,955-19.2% | $5,202-7.5% | $5,983-19.6% |
| Admin fee / account holder | $434 | $17,079-97.5% | $13,987-96.9% | $11,252-96.1% |