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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 | $75,449 | $209,425-64.0% | $178,499-57.7% | $158,966-52.5% |
| Participation rate | 73.7% | 86.4%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 10.78% | 188.80%-178.0pp | 151.10%-140.3pp | 302.95%-292.2pp |
| Employer contribution / active EE | $1,633 | $5,707-71.4% | $5,011-67.4% | $4,762-65.7% |
| Participant deferral / active EE | $2,667 | $5,955-55.2% | $5,202-48.7% | $5,983-55.4% |
| Admin fee / account holder | $5,996 | $17,078-64.9% | $13,986-57.1% | $11,250-46.7% |