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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 | $55,484 | $73,546-24.6% | $63,018-12.0% | $147,586-62.4% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 16.28% | 175.56%-159.3pp | 87.62%-71.3pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,190 | $3,324-4.0% | $2,761+15.5% | $4,876-34.6% |
| Participant deferral / active EE | $2,323 | $4,185-44.5% | $3,330-30.2% | $5,439-57.3% |
| Admin fee / account holder | $4,035 | $5,956-32.2% | $3,601+12.1% | $10,886-62.9% |