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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 | $180,749-51.1% | $160,784-45.1% | $137,256-35.6% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.0%-7.0pp | 80.0%-10.0pp |
| Annual return | 16.00% | 2234.46%-2218.5pp | 1803.92%-1787.9pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,385 | $4,155-42.6% | $3,733-36.1% | $4,156-42.6% |
| Participant deferral / active EE | $5,180 | $6,844-24.3% | $6,293-17.7% | $6,407-19.1% |
| Admin fee / account holder | $1,692 | $10,397-83.7% | $9,717-82.6% | $12,270-86.2% |