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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 | $80,435 | $169,361-52.5% | $129,397-37.8% | $145,877-44.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 8.70% | 14395.54%-14386.8pp | 9453.98%-9445.3pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,263 | $5,542-77.2% | $4,154-69.6% | $4,663-72.9% |
| Participant deferral / active EE | $4,989 | $4,9870% | $4,167+19.7% | $6,691-25.4% |
| Admin fee / account holder | $1,531 | $9,903-84.5% | $7,679-80.1% | $13,402-88.6% |