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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 | $63,460 | $217,432-70.8% | $185,849-65.9% | $167,536-62.1% |
| Participation rate | 70.8% | 86.1%-15.2pp | 81.7%-10.9pp | 82.1%-11.3pp |
| Annual return | 17.87% | 148.42%-130.5pp | 122.10%-104.2pp | 478.82%-460.9pp |
| Employer contribution / active EE | $1,842 | $5,875-68.7% | $5,169-64.4% | $4,839-61.9% |
| Participant deferral / active EE | $3,956 | $6,357-37.8% | $5,569-29.0% | $6,342-37.6% |
| Admin fee / account holder | $1,142 | $19,818-94.2% | $16,244-93.0% | $12,315-90.7% |