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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 | $84,762 | $196,972-57.0% | $182,262-53.5% | $198,609-57.3% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 20.08% | 158.27%-138.2pp | 140.60%-120.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $6,595 | $5,364+23.0% | $5,046+30.7% | $5,055+30.5% |
| Participant deferral / active EE | $10,377 | $8,643+20.1% | $8,276+25.4% | $6,977+48.7% |
| Admin fee / account holder | $6,113 | $18,429-66.8% | $16,712-63.4% | $19,030-67.9% |