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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 | $75,404 | $196,972-61.7% | $182,262-58.6% | $198,609-62.0% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 16.60% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $3,670 | $5,364-31.6% | $5,046-27.3% | $5,055-27.4% |
| Participant deferral / active EE | $9,290 | $8,643+7.5% | $8,276+12.2% | $6,977+33.2% |
| Admin fee / account holder | $4,210 | $18,429-77.2% | $16,712-74.8% | $19,030-77.9% |