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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 | $64,029 | $226,105-71.7% | $182,540-64.9% | $152,897-58.1% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 34.61% | 192.58%-158.0pp | 148.58%-114.0pp | 345.43%-310.8pp |
| Employer contribution / active EE | $2,311 | $4,978-53.6% | $4,076-43.3% | $4,764-51.5% |
| Participant deferral / active EE | $8,800 | $6,370+38.2% | $5,525+59.3% | $5,851+50.4% |
| Admin fee / account holder | $371 | $10,706-96.5% | $8,593-95.7% | $11,599-96.8% |