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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 | $86,627 | $175,259-50.6% | $149,723-42.1% | $139,487-37.9% |
| Participation rate | 76.5% | 83.4%-6.9pp | 78.8%-2.3pp | 80.3%-3.9pp |
| Annual return | 20.83% | 166.82%-146.0pp | 134.50%-113.7pp | 373.84%-353.0pp |
| Employer contribution / active EE | $1,262 | $5,478-77.0% | $4,821-73.8% | $4,755-73.4% |
| Participant deferral / active EE | $3,086 | $6,522-52.7% | $5,682-45.7% | $6,713-54.0% |
| Admin fee / account holder | $1,462 | $16,158-91.0% | $13,215-88.9% | $11,407-87.2% |