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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 | $125,657 | $198,461-36.7% | $170,436-26.3% | $147,585-14.9% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 17.32% | 257.30%-240.0pp | 205.94%-188.6pp | 578.57%-561.2pp |
| Employer contribution / active EE | $2,016 | $6,184-67.4% | $5,433-62.9% | $4,876-58.7% |
| Participant deferral / active EE | $6,140 | $5,629+9.1% | $4,939+24.3% | $5,439+12.9% |
| Admin fee / account holder | $3,085 | $16,852-81.7% | $13,880-77.8% | $10,885-71.7% |