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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 | $101,160 | $166,089-39.1% | $164,928-38.7% | $145,978-30.7% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 19.01% | 100.26%-81.2pp | 70.08%-51.1pp | 550.52%-531.5pp |
| Employer contribution / active EE | $1,678 | $5,276-68.2% | $4,343-61.4% | $4,662-64.0% |
| Participant deferral / active EE | $15,756 | $6,961+126.3% | $6,034+161.1% | $6,690+135.5% |
| Admin fee / account holder | $775 | $16,641-95.3% | $12,684-93.9% | $13,400-94.2% |