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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 | $121,571 | $180,749-32.7% | $160,784-24.4% | $137,256-11.4% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 20.17% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,610 | $4,155-61.3% | $3,733-56.9% | $4,156-61.3% |
| Participant deferral / active EE | $5,065 | $6,844-26.0% | $6,293-19.5% | $6,407-21.0% |
| Admin fee / account holder | $4,480 | $10,397-56.9% | $9,717-53.9% | $12,270-63.5% |