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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 | $47,762 | $209,422-77.2% | $178,503-73.2% | $158,982-70.0% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 14.28% | 188.81%-174.5pp | 151.12%-136.8pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,676 | $5,707-70.6% | $5,011-66.5% | $4,763-64.8% |
| Participant deferral / active EE | $4,352 | $5,955-26.9% | $5,202-16.3% | $5,983-27.3% |
| Admin fee / account holder | $1,442 | $17,079-91.6% | $13,987-89.7% | $11,252-87.2% |