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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 | $88,332 | $289,211-69.5% | $260,467-66.1% | $198,609-55.5% |
| Participation rate | 70.0% | 83.1%-13.1pp | 80.5%-10.5pp | 82.4%-12.4pp |
| Annual return | 16.00% | 112.90%-96.9pp | 100.60%-84.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,385 | $4,663-48.9% | $4,239-43.7% | $5,055-52.8% |
| Participant deferral / active EE | $5,180 | $6,812-24.0% | $6,319-18.0% | $6,977-25.8% |
| Admin fee / account holder | $1,692 | $16,236-89.6% | $15,461-89.1% | $19,030-91.1% |