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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 | $66,501 | $109,967-39.5% | $97,197-31.6% | $145,877-54.4% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 12.80% | 244.27%-231.5pp | 75.47%-62.7pp | 551.28%-538.5pp |
| Employer contribution / active EE | $995 | $3,077-67.7% | $2,723-63.4% | $4,663-78.7% |
| Participant deferral / active EE | $5,481 | $4,676+17.2% | $4,263+28.6% | $6,691-18.1% |
| Admin fee / account holder | $5,467 | $6,199-11.8% | $5,637-3.0% | $13,402-59.2% |