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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 | $87,285 | $148,582-41.3% | $135,942-35.8% | $139,456-37.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 17.18% | 79.26%-62.1pp | 68.28%-51.1pp | 373.45%-356.3pp |
| Employer contribution / active EE | $3,000 | $5,245-42.8% | $4,858-38.3% | $4,753-36.9% |
| Participant deferral / active EE | $10,119 | $8,101+24.9% | $7,759+30.4% | $6,711+50.8% |
| Admin fee / account holder | $472 | $12,402-96.2% | $10,764-95.6% | $11,407-95.9% |