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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 | $75,450 | $209,422-64.0% | $178,503-57.7% | $158,982-52.5% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 18.78% | 188.81%-170.0pp | 151.12%-132.3pp | 302.99%-284.2pp |
| Employer contribution / active EE | $2,742 | $5,707-51.9% | $5,011-45.3% | $4,763-42.4% |
| Participant deferral / active EE | $9,141 | $5,955+53.5% | $5,202+75.7% | $5,983+52.8% |
| Admin fee / account holder | $710 | $17,079-95.8% | $13,987-94.9% | $11,252-93.7% |