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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 | $32,742 | $180,462-81.9% | $154,111-78.8% | $135,379-75.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | 16.42% | 888.17%-871.7pp | 735.18%-718.8pp | 519.79%-503.4pp |
| Employer contribution / active EE | $2,614 | $6,036-56.7% | $5,298-50.7% | $4,779-45.3% |
| Participant deferral / active EE | $7,490 | $5,806+29.0% | $5,081+47.4% | $5,609+33.5% |
| Admin fee / account holder | $640 | $16,145-96.0% | $13,411-95.2% | $10,828-94.1% |