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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 | $36,054 | $198,462-81.8% | $170,439-78.8% | $147,585-75.6% |
| Participation rate | 77.8% | 88.0%-10.2pp | 83.6%-5.8pp | 82.8%-5.1pp |
| Annual return | 9.58% | 257.30%-247.7pp | 205.94%-196.4pp | 578.58%-569.0pp |
| Employer contribution / active EE | $4,855 | $6,184-21.5% | $5,433-10.6% | $4,876-0.4% |
| Participant deferral / active EE | $2,222 | $5,629-60.5% | $4,939-55.0% | $5,439-59.1% |
| Admin fee / account holder | $7,392 | $16,852-56.1% | $13,881-46.7% | $10,886-32.1% |