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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 | $38,787 | $198,457-80.5% | $170,435-77.2% | $147,586-73.7% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 26.23% | 257.30%-231.1pp | 205.94%-179.7pp | 578.59%-552.4pp |
| Employer contribution / active EE | $2,357 | $6,183-61.9% | $5,432-56.6% | $4,876-51.7% |
| Participant deferral / active EE | $5,757 | $5,629+2.3% | $4,939+16.6% | $5,439+5.9% |
| Admin fee / account holder | $25,022 | $16,852+48.5% | $13,881+80.3% | $10,886+129.9% |