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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 | $60,156 | $101,618-40.8% | $93,063-35.4% | $137,256-56.2% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 190.15% | 223.95%-33.8pp | 34.15%+156.0pp | 220.34%-30.2pp |
| Employer contribution / active EE | $1,423 | $2,707-47.4% | $2,476-42.5% | $4,156-65.8% |
| Participant deferral / active EE | $4,217 | $4,279-1.4% | $3,958+6.5% | $6,407-34.2% |
| Admin fee / account holder | $708 | $6,198-88.6% | $6,033-88.3% | $12,270-94.2% |