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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 | $76,036 | $175,231-56.6% | $149,696-49.2% | $139,466-45.5% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 16.00% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,406 | $5,478-74.3% | $4,821-70.8% | $4,754-70.4% |
| Participant deferral / active EE | $2,057 | $6,521-68.5% | $5,682-63.8% | $6,712-69.3% |
| Admin fee / account holder | $3,084 | $16,155-80.9% | $13,212-76.7% | $11,409-73.0% |