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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 | $66,912 | $144,130-53.6% | $117,861-43.2% | $147,586-54.7% |
| Participation rate | 73.7% | 83.4%-9.7pp | 79.7%-6.0pp | 82.8%-9.1pp |
| Annual return | 15.12% | 531.20%-516.1pp | 335.11%-320.0pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,851 | $4,897-41.8% | $3,786-24.7% | $4,876-41.5% |
| Participant deferral / active EE | $4,050 | $5,316-23.8% | $4,482-9.6% | $5,439-25.5% |
| Admin fee / account holder | $729 | $10,887-93.3% | $8,021-90.9% | $10,886-93.3% |