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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 | $92,842 | $183,592-49.4% | $155,567-40.3% | $145,959-36.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.47% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $4,290 | $5,315-19.3% | $4,674-8.2% | $4,661-8.0% |
| Participant deferral / active EE | $5,579 | $6,464-13.7% | $5,628-0.9% | $6,689-16.6% |
| Admin fee / account holder | $1,460 | $19,318-92.4% | $15,916-90.8% | $13,398-89.1% |