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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 | $124,140 | $209,422-40.7% | $178,503-30.5% | $158,982-21.9% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 19.31% | 188.81%-169.5pp | 151.12%-131.8pp | 302.99%-283.7pp |
| Employer contribution / active EE | $1,698 | $5,707-70.2% | $5,011-66.1% | $4,763-64.3% |
| Participant deferral / active EE | $6,433 | $5,955+8.0% | $5,202+23.7% | $5,983+7.5% |
| Admin fee / account holder | $473 | $17,079-97.2% | $13,987-96.6% | $11,252-95.8% |