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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 | $60,612 | $175,231-65.4% | $149,696-59.5% | $139,466-56.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 16.41% | 166.77%-150.4pp | 134.46%-118.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $2,480 | $5,478-54.7% | $4,821-48.6% | $4,754-47.8% |
| Participant deferral / active EE | $5,208 | $6,521-20.1% | $5,682-8.4% | $6,712-22.4% |
| Admin fee / account holder | $794 | $16,155-95.1% | $13,212-94.0% | $11,409-93.0% |