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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 | $94,078 | $198,457-52.6% | $170,435-44.8% | $147,586-36.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 13.29% | 257.30%-244.0pp | 205.94%-192.6pp | 578.59%-565.3pp |
| Employer contribution / active EE | $5,168 | $6,183-16.4% | $5,432-4.9% | $4,876+6.0% |
| Participant deferral / active EE | $4,077 | $5,629-27.6% | $4,939-17.5% | $5,439-25.0% |
| Admin fee / account holder | $816 | $16,852-95.2% | $13,881-94.1% | $10,886-92.5% |