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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 | $74,930 | $209,422-64.2% | $178,503-58.0% | $158,982-52.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 14.76% | 188.81%-174.0pp | 151.12%-136.4pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,528 | $5,707-73.2% | $5,011-69.5% | $4,763-67.9% |
| Participant deferral / active EE | $6,188 | $5,955+3.9% | $5,202+18.9% | $5,983+3.4% |
| Admin fee / account holder | $1,108 | $17,079-93.5% | $13,987-92.1% | $11,252-90.2% |