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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 | $113,182 | $217,432-47.9% | $185,849-39.1% | $167,536-32.4% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 33.83% | 148.42%-114.6pp | 122.10%-88.3pp | 478.82%-445.0pp |
| Employer contribution / active EE | $2,669 | $5,875-54.6% | $5,169-48.4% | $4,839-44.8% |
| Participant deferral / active EE | $3,838 | $6,357-39.6% | $5,569-31.1% | $6,342-39.5% |
| Admin fee / account holder | $515 | $19,818-97.4% | $16,244-96.8% | $12,315-95.8% |