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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 | $99,523 | $173,340-42.6% | $136,007-26.8% | $145,959-31.8% |
| Participation rate | 71.4% | 80.5%-9.0pp | 76.5%-5.0pp | 80.3%-8.9pp |
| Annual return | 17.59% | 1163.32%-1145.7pp | 579.32%-561.7pp | 561.95%-544.4pp |
| Employer contribution / active EE | $5,253 | $5,275-0.4% | $4,215+24.6% | $4,661+12.7% |
| Participant deferral / active EE | $10,980 | $8,699+26.2% | $7,024+56.3% | $6,689+64.2% |
| Admin fee / account holder | $1,555 | $9,954-84.4% | $6,858-77.3% | $13,398-88.4% |