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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 | $41,687 | $209,425-80.1% | $178,499-76.6% | $158,966-73.8% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 14.07% | 188.80%-174.7pp | 151.10%-137.0pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,578 | $5,707-72.3% | $5,011-68.5% | $4,762-66.9% |
| Participant deferral / active EE | $2,762 | $5,955-53.6% | $5,202-46.9% | $5,983-53.8% |
| Admin fee / account holder | $1,525 | $17,078-91.1% | $13,986-89.1% | $11,250-86.4% |