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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 | $98,145 | $175,231-44.0% | $149,696-34.4% | $139,466-29.6% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 15.10% | 166.77%-151.7pp | 134.46%-119.4pp | 373.66%-358.6pp |
| Employer contribution / active EE | $3,402 | $5,478-37.9% | $4,821-29.4% | $4,754-28.4% |
| Participant deferral / active EE | $6,655 | $6,521+2.0% | $5,682+17.1% | $6,712-0.9% |
| Admin fee / account holder | $436 | $16,155-97.3% | $13,212-96.7% | $11,409-96.2% |