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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 | $71,314 | $217,432-67.2% | $185,851-61.6% | $167,553-57.4% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.70% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $4,151 | $5,874-29.3% | $5,168-19.7% | $4,840-14.2% |
| Participant deferral / active EE | $8,972 | $6,357+41.1% | $5,569+61.1% | $6,343+41.4% |
| Admin fee / account holder | $8,647 | $19,820-56.4% | $16,245-46.8% | $12,316-29.8% |