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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 | $166,131-45.5% | $164,975-45.1% | $145,877-37.9% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 9.00% | 100.37%-91.4pp | 70.12%-61.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $3,000 | $5,276-43.1% | $4,343-30.9% | $4,663-35.7% |
| Participant deferral / active EE | $6,901 | $6,962-0.9% | $6,033+14.4% | $6,691+3.1% |
| Admin fee / account holder | $16,942 | $16,648+1.8% | $12,688+33.5% | $13,402+26.4% |