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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 | $75,499 | $114,119-33.8% | $107,187-29.6% | $138,895-45.6% |
| Participation rate | 73.3% | 78.1%-4.7pp | 75.0%-1.7pp | 79.9%-6.6pp |
| Annual return | 13.59% | 273.21%-259.6pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,788 | $4,059-56.0% | $3,782-52.7% | $4,194-57.4% |
| Participant deferral / active EE | $5,244 | $5,538-5.3% | $5,096+2.9% | $6,396-18.0% |
| Admin fee / account holder | $34,480 | $10,024+244.0% | $9,162+276.3% | $12,562+174.5% |