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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 | $130,428 | $165,381-21.1% | $149,730-12.9% | $158,966-18.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.25% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $2,179 | $5,104-57.3% | $4,645-53.1% | $4,762-54.2% |
| Participant deferral / active EE | $4,969 | $7,182-30.8% | $6,843-27.4% | $5,983-17.0% |
| Admin fee / account holder | $2,602 | $10,809-75.9% | $9,310-72.1% | $11,250-76.9% |