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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 | $45,569 | $198,457-77.0% | $170,435-73.3% | $147,586-69.1% |
| Participation rate | 73.3% | 88.0%-14.6pp | 83.6%-10.3pp | 82.8%-9.5pp |
| Annual return | 14.14% | 257.30%-243.2pp | 205.94%-191.8pp | 578.59%-564.5pp |
| Employer contribution / active EE | $3,008 | $6,183-51.4% | $5,432-44.6% | $4,876-38.3% |
| Participant deferral / active EE | $6,494 | $5,629+15.4% | $4,939+31.5% | $5,439+19.4% |
| Admin fee / account holder | $582 | $16,852-96.5% | $13,881-95.8% | $10,886-94.7% |