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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 | $77,018 | $209,425-63.2% | $178,499-56.9% | $158,966-51.6% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.81% | 188.80%-174.0pp | 151.10%-136.3pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,495 | $5,707-38.8% | $5,011-30.3% | $4,762-26.6% |
| Participant deferral / active EE | $7,152 | $5,955+20.1% | $5,202+37.5% | $5,983+19.5% |
| Admin fee / account holder | $1,486 | $17,078-91.3% | $13,986-89.4% | $11,250-86.8% |