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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 | $91,163 | $176,105-48.2% | $159,474-42.8% | $167,536-45.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.16% | 331.91%-312.7pp | 263.68%-244.5pp | 478.82%-459.7pp |
| Employer contribution / active EE | $2,067 | $5,299-61.0% | $4,831-57.2% | $4,839-57.3% |
| Participant deferral / active EE | $3,865 | $7,751-50.1% | $7,353-47.4% | $6,342-39.1% |
| Admin fee / account holder | $891 | $12,559-92.9% | $10,802-91.8% | $12,315-92.8% |