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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 | $84,662 | $175,259-51.7% | $149,723-43.5% | $139,487-39.3% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.1pp | 80.3%-7.6pp |
| Annual return | 19.31% | 166.82%-147.5pp | 134.50%-115.2pp | 373.84%-354.5pp |
| Employer contribution / active EE | $4,137 | $5,478-24.5% | $4,821-14.2% | $4,755-13.0% |
| Participant deferral / active EE | $5,148 | $6,522-21.1% | $5,682-9.4% | $6,713-23.3% |
| Admin fee / account holder | $3,138 | $16,158-80.6% | $13,215-76.3% | $11,407-72.5% |