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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 | $90,551 | $166,268-45.5% | $165,100-45.2% | $145,897-37.9% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 9.00% | 100.52%-91.5pp | 70.21%-61.2pp | 552.29%-543.3pp |
| Employer contribution / active EE | $3,000 | $5,284-43.2% | $4,348-31.0% | $4,663-35.7% |
| Participant deferral / active EE | $6,901 | $6,964-0.9% | $6,035+14.3% | $6,689+3.2% |
| Admin fee / account holder | $16,942 | $16,659+1.7% | $12,696+33.4% | $13,390+26.5% |