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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 | $31,165 | $209,428-85.1% | $178,498-82.5% | $158,950-80.4% |
| Participation rate | 70.8% | 86.4%-15.5pp | 81.9%-11.1pp | 82.0%-11.1pp |
| Annual return | 34.49% | 188.78%-154.3pp | 151.09%-116.6pp | 302.91%-268.4pp |
| Employer contribution / active EE | $4,556 | $5,707-20.2% | $5,011-9.1% | $4,762-4.3% |
| Participant deferral / active EE | $3,833 | $5,955-35.6% | $5,202-26.3% | $5,983-35.9% |
| Admin fee / account holder | $320 | $17,077-98.1% | $13,985-97.7% | $11,248-97.2% |