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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 | $21,979 | $202,463-89.1% | $169,397-87.0% | $139,487-84.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 21.68% | 532.64%-511.0pp | 406.23%-384.6pp | 373.84%-352.2pp |
| Employer contribution / active EE | $1,749 | $4,694-62.7% | $4,013-56.4% | $4,755-63.2% |
| Participant deferral / active EE | $2,491 | $6,941-64.1% | $6,223-60.0% | $6,713-62.9% |
| Admin fee / account holder | $1,164 | $10,726-89.2% | $9,017-87.1% | $11,407-89.8% |