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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 | $108,175 | $104,953+3.1% | $84,637+27.8% | $152,909-29.3% |
| Participation rate | 73.3% | 74.8%-1.5pp | 68.2%+5.1pp | 82.5%-9.1pp |
| Annual return | 16.43% | 373.94%-357.5pp | 258.82%-242.4pp | 345.46%-329.0pp |
| Employer contribution / active EE | $960 | $3,304-70.9% | $2,653-63.8% | $4,764-79.9% |
| Participant deferral / active EE | $3,469 | $4,691-26.0% | $3,900-11.1% | $5,851-40.7% |
| Admin fee / account holder | $3,606 | $6,244-42.3% | $4,914-26.6% | $11,601-68.9% |