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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 | $113,021 | $168,626-33.0% | $133,698-15.5% | $145,897-22.5% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.4%+1.4pp | 80.3%-2.5pp |
| Annual return | 12.43% | 1168.99%-1156.6pp | 580.90%-568.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,682 | $5,290-30.4% | $4,218-12.7% | $4,663-21.0% |
| Participant deferral / active EE | $6,858 | $8,688-21.1% | $7,016-2.3% | $6,689+2.5% |
| Admin fee / account holder | $727 | $9,638-92.5% | $6,703-89.2% | $13,390-94.6% |