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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 | $67,020 | $114,119-41.3% | $107,187-37.5% | $138,895-51.7% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.4pp | 79.9%-9.3pp |
| Annual return | 60.59% | 273.21%-212.6pp | 204.55%-144.0pp | 145.39%-84.8pp |
| Employer contribution / active EE | $1,500 | $4,059-63.0% | $3,782-60.3% | $4,194-64.2% |
| Participant deferral / active EE | $3,376 | $5,538-39.0% | $5,096-33.7% | $6,396-47.2% |
| Admin fee / account holder | $7,530 | $10,024-24.9% | $9,162-17.8% | $12,562-40.1% |