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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 | $74,334 | $165,381-55.1% | $149,730-50.4% | $158,966-53.2% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 32.94% | 348.29%-315.4pp | 276.70%-243.8pp | 302.95%-270.0pp |
| Employer contribution / active EE | $2,677 | $5,104-47.5% | $4,645-42.4% | $4,762-43.8% |
| Participant deferral / active EE | $9,346 | $7,182+30.1% | $6,843+36.6% | $5,983+56.2% |
| Admin fee / account holder | $522 | $10,809-95.2% | $9,310-94.4% | $11,250-95.4% |