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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 | $52,810 | $198,457-73.4% | $170,435-69.0% | $147,586-64.2% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 19.36% | 257.30%-237.9pp | 205.94%-186.6pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,574 | $6,183-74.5% | $5,432-71.0% | $4,876-67.7% |
| Participant deferral / active EE | $2,375 | $5,629-57.8% | $4,939-51.9% | $5,439-56.3% |
| Admin fee / account holder | $3,170 | $16,852-81.2% | $13,881-77.2% | $10,886-70.9% |