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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 | $110,039-39.6% | $97,260-31.6% | $145,884-54.4% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 12.80% | 244.44%-231.6pp | 75.54%-62.7pp | 551.85%-539.1pp |
| Employer contribution / active EE | $995 | $3,074-67.6% | $2,721-63.4% | $4,662-78.7% |
| Participant deferral / active EE | $5,481 | $4,674+17.3% | $4,262+28.6% | $6,690-18.1% |
| Admin fee / account holder | $5,467 | $6,204-11.9% | $5,640-3.1% | $13,392-59.2% |