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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 | $64,228 | $202,440-68.3% | $169,390-62.1% | $139,466-53.9% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 15.81% | 532.36%-516.6pp | 406.07%-390.3pp | 373.66%-357.8pp |
| Employer contribution / active EE | $2,780 | $4,693-40.8% | $4,013-30.7% | $4,754-41.5% |
| Participant deferral / active EE | $7,484 | $6,940+7.8% | $6,222+20.3% | $6,712+11.5% |
| Admin fee / account holder | $6,528 | $10,722-39.1% | $9,015-27.6% | $11,409-42.8% |