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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 | $166,089-45.5% | $164,928-45.1% | $145,978-38.0% |
| Participation rate | 72.2% | 82.0%-9.8pp | 78.6%-6.4pp | 80.3%-8.1pp |
| Annual return | 9.00% | 100.26%-91.3pp | 70.08%-61.1pp | 550.52%-541.5pp |
| Employer contribution / active EE | $3,000 | $5,276-43.1% | $4,343-30.9% | $4,662-35.6% |
| Participant deferral / active EE | $6,901 | $6,961-0.9% | $6,034+14.4% | $6,690+3.2% |
| Admin fee / account holder | $16,942 | $16,641+1.8% | $12,684+33.6% | $13,400+26.4% |