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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 | $70,880 | $217,427-67.4% | $185,837-61.9% | $167,518-57.7% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 12.06% | 148.39%-136.3pp | 122.08%-110.0pp | 478.71%-466.7pp |
| Employer contribution / active EE | $6,273 | $5,874+6.8% | $5,168+21.4% | $4,838+29.6% |
| Participant deferral / active EE | $2,784 | $6,357-56.2% | $5,568-50.0% | $6,342-56.1% |
| Admin fee / account holder | $445 | $19,816-97.8% | $16,241-97.3% | $12,312-96.4% |