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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 | $40,680 | $175,231-76.8% | $149,696-72.8% | $139,466-70.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 18.78% | 166.77%-148.0pp | 134.46%-115.7pp | 373.66%-354.9pp |
| Employer contribution / active EE | $1,254 | $5,478-77.1% | $4,821-74.0% | $4,754-73.6% |
| Participant deferral / active EE | $2,457 | $6,521-62.3% | $5,682-56.8% | $6,712-63.4% |
| Admin fee / account holder | $467 | $16,155-97.1% | $13,212-96.5% | $11,409-95.9% |