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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 | $69,115 | $209,422-67.0% | $178,503-61.3% | $158,982-56.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 8.28% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.7pp |
| Employer contribution / active EE | $3,064 | $5,707-46.3% | $5,011-38.9% | $4,763-35.7% |
| Participant deferral / active EE | $6,184 | $5,955+3.8% | $5,202+18.9% | $5,983+3.3% |
| Admin fee / account holder | $2,528 | $17,079-85.2% | $13,987-81.9% | $11,252-77.5% |