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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 | $90,106 | $175,231-48.6% | $149,696-39.8% | $139,466-35.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.6pp |
| Annual return | 17.63% | 166.77%-149.1pp | 134.46%-116.8pp | 373.66%-356.0pp |
| Employer contribution / active EE | $5,519 | $5,478+0.8% | $4,821+14.5% | $4,754+16.1% |
| Participant deferral / active EE | $2,469 | $6,521-62.1% | $5,682-56.6% | $6,712-63.2% |
| Admin fee / account holder | $388 | $16,155-97.6% | $13,212-97.1% | $11,409-96.6% |