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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 | $76,280 | $209,422-63.6% | $178,503-57.3% | $158,982-52.0% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 15.11% | 188.81%-173.7pp | 151.12%-136.0pp | 302.99%-287.9pp |
| Employer contribution / active EE | $2,461 | $5,707-56.9% | $5,011-50.9% | $4,763-48.3% |
| Participant deferral / active EE | $2,462 | $5,955-58.7% | $5,202-52.7% | $5,983-58.9% |
| Admin fee / account holder | $6,471 | $17,079-62.1% | $13,987-53.7% | $11,252-42.5% |