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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 | $104,747 | $198,457-47.2% | $170,435-38.5% | $147,586-29.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.22% | 257.30%-237.1pp | 205.94%-185.7pp | 578.59%-558.4pp |
| Employer contribution / active EE | $3,426 | $6,183-44.6% | $5,432-36.9% | $4,876-29.7% |
| Participant deferral / active EE | $8,493 | $5,629+50.9% | $4,939+71.9% | $5,439+56.2% |
| Admin fee / account holder | $2,812 | $16,852-83.3% | $13,881-79.7% | $10,886-74.2% |