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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 | $118,624 | $171,492-30.8% | $150,734-21.3% | $198,609-40.3% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 18.81% | 804.70%-785.9pp | 600.81%-582.0pp | 202.70%-183.9pp |
| Employer contribution / active EE | $2,026 | $5,470-63.0% | $4,918-58.8% | $5,055-59.9% |
| Participant deferral / active EE | $7,750 | $6,259+23.8% | $5,610+38.2% | $6,977+11.1% |
| Admin fee / account holder | $1,264 | $17,628-92.8% | $14,905-91.5% | $19,030-93.4% |