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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 | $75,253 | $160,070-53.0% | $147,117-48.8% | $145,897-48.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 17.30% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $2,021 | $5,285-61.7% | $4,932-59.0% | $4,663-56.6% |
| Participant deferral / active EE | $6,945 | $8,419-17.5% | $8,065-13.9% | $6,689+3.8% |
| Admin fee / account holder | $3,229 | $15,035-78.5% | $12,993-75.1% | $13,390-75.9% |