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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 | $69,174 | $160,070-56.8% | $147,117-53.0% | $145,897-52.6% |
| Participation rate | 79.2% | 84.0%-4.9pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 14.13% | 98.69%-84.6pp | 420.54%-406.4pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,602 | $5,285-31.8% | $4,932-27.0% | $4,663-22.8% |
| Participant deferral / active EE | $8,817 | $8,419+4.7% | $8,065+9.3% | $6,689+31.8% |
| Admin fee / account holder | $29,540 | $15,035+96.5% | $12,993+127.4% | $13,390+120.6% |