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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 | $196,972-54.3% | $182,262-50.6% | $198,609-54.7% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 16.09% | 158.27%-142.2pp | 140.60%-124.5pp | 202.70%-186.6pp |
| Employer contribution / active EE | $3,750 | $5,364-30.1% | $5,046-25.7% | $5,055-25.8% |
| Participant deferral / active EE | $5,500 | $8,643-36.4% | $8,276-33.5% | $6,977-21.2% |
| Admin fee / account holder | $770 | $18,429-95.8% | $16,712-95.4% | $19,030-96.0% |