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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 | $54,147 | $209,425-74.1% | $178,499-69.7% | $158,966-65.9% |
| Participation rate | 73.7% | 86.4%-12.7pp | 81.9%-8.2pp | 82.0%-8.3pp |
| Annual return | 15.20% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.8pp |
| Employer contribution / active EE | $1,618 | $5,707-71.7% | $5,011-67.7% | $4,762-66.0% |
| Participant deferral / active EE | $2,494 | $5,955-58.1% | $5,202-52.1% | $5,983-58.3% |
| Admin fee / account holder | $1,191 | $17,078-93.0% | $13,986-91.5% | $11,250-89.4% |