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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 | $62,348 | $198,457-68.6% | $170,435-63.4% | $147,586-57.8% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 9.02% | 257.30%-248.3pp | 205.94%-196.9pp | 578.59%-569.6pp |
| Employer contribution / active EE | $2,646 | $6,183-57.2% | $5,432-51.3% | $4,876-45.7% |
| Participant deferral / active EE | $4,602 | $5,629-18.2% | $4,939-6.8% | $5,439-15.4% |
| Admin fee / account holder | $17,877 | $16,852+6.1% | $13,881+28.8% | $10,886+64.2% |