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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 | $114,710 | $217,432-47.2% | $185,851-38.3% | $167,553-31.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.39% | 148.43%-132.0pp | 122.11%-105.7pp | 478.89%-462.5pp |
| Employer contribution / active EE | $2,667 | $5,874-54.6% | $5,168-48.4% | $4,840-44.9% |
| Participant deferral / active EE | $3,976 | $6,357-37.5% | $5,569-28.6% | $6,343-37.3% |
| Admin fee / account holder | $1,266 | $19,820-93.6% | $16,245-92.2% | $12,316-89.7% |