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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 | $54,568 | $165,399-67.0% | $149,745-63.6% | $158,982-65.7% |
| Participation rate | 73.9% | 84.6%-10.7pp | 82.5%-8.6pp | 82.0%-8.1pp |
| Annual return | 40.18% | 348.34%-308.2pp | 276.72%-236.5pp | 302.99%-262.8pp |
| Employer contribution / active EE | $2,411 | $5,105-52.8% | $4,646-48.1% | $4,763-49.4% |
| Participant deferral / active EE | $4,679 | $7,183-34.9% | $6,843-31.6% | $5,983-21.8% |
| Admin fee / account holder | $2,722 | $10,811-74.8% | $9,312-70.8% | $11,252-75.8% |