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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 | $128,704 | $226,105-43.1% | $182,540-29.5% | $152,897-15.8% |
| Participation rate | 81.0% | 82.5%-1.5pp | 78.0%+3.0pp | 82.5%-1.5pp |
| Annual return | 21.14% | 192.58%-171.4pp | 148.58%-127.4pp | 345.43%-324.3pp |
| Employer contribution / active EE | $2,383 | $4,978-52.1% | $4,076-41.5% | $4,764-50.0% |
| Participant deferral / active EE | $9,788 | $6,370+53.7% | $5,525+77.1% | $5,851+67.3% |
| Admin fee / account holder | $306 | $10,706-97.1% | $8,593-96.4% | $11,599-97.4% |