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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 | $60,155 | $162,529-63.0% | $130,788-54.0% | $154,746-61.1% |
| Participation rate | 70.0% | 75.9%-5.9pp | 70.1%-0.1pp | 80.7%-10.7pp |
| Annual return | 16.16% | 510.48%-494.3pp | 386.44%-370.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $7,068 | $4,447+58.9% | $3,558+98.6% | $4,379+61.4% |
| Participant deferral / active EE | $4,644 | $4,808-3.4% | $4,137+12.2% | $6,730-31.0% |
| Admin fee / account holder | $746 | $7,669-90.3% | $6,673-88.8% | $14,365-94.8% |