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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 | $99,783 | $209,425-52.4% | $178,499-44.1% | $158,966-37.2% |
| Participation rate | 70.6% | 86.4%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 7.61% | 188.80%-181.2pp | 151.10%-143.5pp | 302.95%-295.3pp |
| Employer contribution / active EE | $2,262 | $5,707-60.4% | $5,011-54.9% | $4,762-52.5% |
| Participant deferral / active EE | $4,018 | $5,955-32.5% | $5,202-22.8% | $5,983-32.8% |
| Admin fee / account holder | $3,058 | $17,078-82.1% | $13,986-78.1% | $11,250-72.8% |