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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 | $71,088 | $176,120-59.6% | $159,487-55.4% | $167,553-57.6% |
| Participation rate | 81.8% | 85.0%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 15.62% | 331.95%-316.3pp | 263.71%-248.1pp | 478.89%-463.3pp |
| Employer contribution / active EE | $1,496 | $5,299-71.8% | $4,831-69.0% | $4,840-69.1% |
| Participant deferral / active EE | $3,896 | $7,752-49.7% | $7,354-47.0% | $6,343-38.6% |
| Admin fee / account holder | $385 | $12,561-96.9% | $10,804-96.4% | $12,316-96.9% |