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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 | $169,356-52.5% | $129,406-37.8% | $145,897-44.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 8.70% | 14418.62%-14409.9pp | 9468.18%-9459.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,263 | $5,542-77.2% | $4,155-69.6% | $4,663-72.9% |
| Participant deferral / active EE | $4,989 | $4,987+0.1% | $4,167+19.7% | $6,689-25.4% |
| Admin fee / account holder | $1,531 | $9,915-84.6% | $7,689-80.1% | $13,390-88.6% |