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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 | $70,994 | $107,363-33.9% | $92,909-23.6% | $152,897-53.6% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.5%-11.0pp |
| Annual return | 26.04% | 145.63%-119.6pp | 109.44%-83.4pp | 345.43%-319.4pp |
| Employer contribution / active EE | $971 | $4,222-77.0% | $3,653-73.4% | $4,764-79.6% |
| Participant deferral / active EE | $4,315 | $4,848-11.0% | $4,238+1.8% | $5,851-26.3% |
| Admin fee / account holder | $1,750 | $7,082-75.3% | $5,795-69.8% | $11,599-84.9% |