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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 | $79,110 | $217,427-63.6% | $185,837-57.4% | $167,518-52.8% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 17.91% | 148.39%-130.5pp | 122.08%-104.2pp | 478.71%-460.8pp |
| Employer contribution / active EE | $10,152 | $5,874+72.8% | $5,168+96.4% | $4,838+109.8% |
| Participant deferral / active EE | $10,004 | $6,357+57.4% | $5,568+79.7% | $6,342+57.7% |
| Admin fee / account holder | $2,546 | $19,816-87.2% | $16,241-84.3% | $12,312-79.3% |