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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 | $48,122 | $209,422-77.0% | $178,503-73.0% | $158,982-69.7% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 8.74% | 188.81%-180.1pp | 151.12%-142.4pp | 302.99%-294.3pp |
| Employer contribution / active EE | $1,542 | $5,707-73.0% | $5,011-69.2% | $4,763-67.6% |
| Participant deferral / active EE | $5,139 | $5,955-13.7% | $5,202-1.2% | $5,983-14.1% |
| Admin fee / account holder | $4,686 | $17,079-72.6% | $13,987-66.5% | $11,252-58.4% |