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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 | $37,695 | $209,422-82.0% | $178,503-78.9% | $158,982-76.3% |
| Participation rate | 78.6% | 86.4%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 7.20% | 188.81%-181.6pp | 151.12%-143.9pp | 302.99%-295.8pp |
| Employer contribution / active EE | $1,262 | $5,707-77.9% | $5,011-74.8% | $4,763-73.5% |
| Participant deferral / active EE | $7,744 | $5,955+30.1% | $5,202+48.9% | $5,983+29.4% |
| Admin fee / account holder | $7,863 | $17,079-54.0% | $13,987-43.8% | $11,252-30.1% |