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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 | $46,799 | $180,749-74.1% | $160,784-70.9% | $137,256-65.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 15.80% | 2234.46%-2218.7pp | 1803.92%-1788.1pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,428 | $4,155-17.5% | $3,733-8.2% | $4,156-17.5% |
| Participant deferral / active EE | $4,280 | $6,844-37.5% | $6,293-32.0% | $6,407-33.2% |
| Admin fee / account holder | $2,677 | $10,397-74.3% | $9,717-72.5% | $12,270-78.2% |