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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 | $65,783 | $209,422-68.6% | $178,503-63.1% | $158,982-58.6% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 14.32% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,239 | $5,707-60.8% | $5,011-55.3% | $4,763-53.0% |
| Participant deferral / active EE | $5,063 | $5,955-15.0% | $5,202-2.7% | $5,983-15.4% |
| Admin fee / account holder | $955 | $17,079-94.4% | $13,987-93.2% | $11,252-91.5% |