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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 | $43,878 | $198,457-77.9% | $170,435-74.3% | $147,586-70.3% |
| Participation rate | 70.0% | 88.0%-18.0pp | 83.6%-13.6pp | 82.8%-12.8pp |
| Annual return | 9.45% | 257.30%-247.9pp | 205.94%-196.5pp | 578.59%-569.1pp |
| Employer contribution / active EE | $1,604 | $6,183-74.1% | $5,432-70.5% | $4,876-67.1% |
| Participant deferral / active EE | $4,659 | $5,629-17.2% | $4,939-5.7% | $5,439-14.3% |
| Admin fee / account holder | $529 | $16,852-96.9% | $13,881-96.2% | $10,886-95.1% |