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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 | $90,010 | $162,136-44.5% | $152,301-40.9% | $154,746-41.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.09% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,750 | $4,890-23.3% | $4,624-18.9% | $4,379-14.4% |
| Participant deferral / active EE | $5,500 | $8,341-34.1% | $8,004-31.3% | $6,730-18.3% |
| Admin fee / account holder | $770 | $15,759-95.1% | $14,398-94.7% | $14,365-94.6% |