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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 | $70,013 | $185,312-62.2% | $161,489-56.6% | $154,746-54.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.56% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,264 | $4,769-73.5% | $4,268-70.4% | $4,379-71.1% |
| Participant deferral / active EE | $4,920 | $6,350-22.5% | $5,630-12.6% | $6,730-26.9% |
| Admin fee / account holder | $1,952 | $18,654-89.5% | $16,006-87.8% | $14,365-86.4% |