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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 | $74,018 | $162,529-54.5% | $130,788-43.4% | $154,746-52.2% |
| Participation rate | 90.9% | 75.9%+15.1pp | 70.1%+20.8pp | 80.7%+10.2pp |
| Annual return | 13.33% | 510.48%-497.1pp | 386.44%-373.1pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,248 | $4,447-27.0% | $3,558-8.7% | $4,379-25.8% |
| Participant deferral / active EE | $3,781 | $4,808-21.4% | $4,137-8.6% | $6,730-43.8% |
| Admin fee / account holder | $1,839 | $7,669-76.0% | $6,673-72.4% | $14,365-87.2% |