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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 | $134,362 | $217,432-38.2% | $185,849-27.7% | $167,536-19.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 11.04% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $2,015 | $5,875-65.7% | $5,169-61.0% | $4,839-58.4% |
| Participant deferral / active EE | $6,641 | $6,357+4.5% | $5,569+19.3% | $6,342+4.7% |
| Admin fee / account holder | $470 | $19,818-97.6% | $16,244-97.1% | $12,315-96.2% |