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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 | $154,228-41.6% | $145,433-38.1% | $137,256-34.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,750 | $4,804-21.9% | $4,554-17.7% | $4,156-9.8% |
| Participant deferral / active EE | $5,500 | $8,216-33.1% | $7,897-30.4% | $6,407-14.2% |
| Admin fee / account holder | $770 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |