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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 | $21,523 | $176,077-87.8% | $159,455-86.5% | $167,518-87.2% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 15.59% | 331.83%-316.2pp | 263.63%-248.0pp | 478.71%-463.1pp |
| Employer contribution / active EE | $4,190 | $5,298-20.9% | $4,830-13.3% | $4,838-13.4% |
| Participant deferral / active EE | $4,635 | $7,751-40.2% | $7,353-37.0% | $6,342-26.9% |
| Admin fee / account holder | $376 | $12,556-97.0% | $10,800-96.5% | $12,312-97.0% |