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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 | $118,749 | $210,698-43.6% | $178,014-33.3% | $145,959-18.6% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 10.17% | 386.27%-376.1pp | 294.80%-284.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,424 | $4,567-25.0% | $3,950-13.3% | $4,661-26.5% |
| Participant deferral / active EE | $4,294 | $6,958-38.3% | $6,276-31.6% | $6,689-35.8% |
| Admin fee / account holder | $535 | $12,016-95.5% | $10,362-94.8% | $13,398-96.0% |