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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 | $75,141 | $102,938-27.0% | $94,105-20.2% | $138,895-45.9% |
| Participation rate | 80.0% | 74.6%+5.4pp | 71.9%+8.1pp | 79.9%+0.1pp |
| Annual return | 20.16% | 250.28%-230.1pp | 204.55%-184.4pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,808 | $2,732-33.8% | $2,504-27.8% | $4,194-56.9% |
| Participant deferral / active EE | $2,870 | $4,196-31.6% | $3,881-26.1% | $6,396-55.1% |
| Admin fee / account holder | $834 | $6,600-87.4% | $6,199-86.5% | $12,562-93.4% |