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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 | $132,733 | $171,492-22.6% | $150,734-11.9% | $198,609-33.2% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 15.10% | 804.70%-789.6pp | 600.81%-585.7pp | 202.70%-187.6pp |
| Employer contribution / active EE | $2,464 | $5,470-55.0% | $4,918-49.9% | $5,055-51.3% |
| Participant deferral / active EE | $7,642 | $6,259+22.1% | $5,610+36.2% | $6,977+9.5% |
| Admin fee / account holder | $2,337 | $17,628-86.7% | $14,905-84.3% | $19,030-87.7% |