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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 | $45,275 | $198,457-77.2% | $170,435-73.4% | $147,586-69.3% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 14.68% | 257.30%-242.6pp | 205.94%-191.3pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,353 | $6,183-61.9% | $5,432-56.7% | $4,876-51.8% |
| Participant deferral / active EE | $3,219 | $5,629-42.8% | $4,939-34.8% | $5,439-40.8% |
| Admin fee / account holder | $3,612 | $16,852-78.6% | $13,881-74.0% | $10,886-66.8% |