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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 | $52,767 | $176,120-70.0% | $159,487-66.9% | $167,553-68.5% |
| Participation rate | 71.4% | 85.0%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 26.54% | 331.95%-305.4pp | 263.71%-237.2pp | 478.89%-452.4pp |
| Employer contribution / active EE | $2,091 | $5,299-60.5% | $4,831-56.7% | $4,840-56.8% |
| Participant deferral / active EE | $3,424 | $7,752-55.8% | $7,354-53.4% | $6,343-46.0% |
| Admin fee / account holder | $1,986 | $12,561-84.2% | $10,804-81.6% | $12,316-83.9% |