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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 | $64,102 | $176,105-63.6% | $159,474-59.8% | $167,536-61.7% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 21.58% | 331.91%-310.3pp | 263.68%-242.1pp | 478.82%-457.2pp |
| Employer contribution / active EE | $3,375 | $5,299-36.3% | $4,831-30.1% | $4,839-30.3% |
| Participant deferral / active EE | $7,573 | $7,751-2.3% | $7,353+3.0% | $6,342+19.4% |
| Admin fee / account holder | $402 | $12,559-96.8% | $10,802-96.3% | $12,315-96.7% |