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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 | $76,403 | $169,356-54.9% | $129,406-41.0% | $145,897-47.6% |
| Participation rate | 71.4% | 76.5%-5.1pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 19.10% | 14418.62%-14399.5pp | 9468.18%-9449.1pp | 552.29%-533.2pp |
| Employer contribution / active EE | $2,769 | $5,542-50.0% | $4,155-33.4% | $4,663-40.6% |
| Participant deferral / active EE | $6,448 | $4,987+29.3% | $4,167+54.7% | $6,689-3.6% |
| Admin fee / account holder | $5,511 | $9,915-44.4% | $7,689-28.3% | $13,390-58.8% |