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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 | $63,369 | $217,432-70.9% | $185,851-65.9% | $167,553-62.2% |
| Participation rate | 79.2% | 86.1%-6.9pp | 81.7%-2.5pp | 82.1%-2.9pp |
| Annual return | 14.00% | 148.43%-134.4pp | 122.11%-108.1pp | 478.89%-464.9pp |
| Employer contribution / active EE | $2,395 | $5,874-59.2% | $5,168-53.7% | $4,840-50.5% |
| Participant deferral / active EE | $6,488 | $6,357+2.1% | $5,569+16.5% | $6,343+2.3% |
| Admin fee / account holder | $2,231 | $19,820-88.7% | $16,245-86.3% | $12,316-81.9% |