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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 | $57,769 | $198,462-70.9% | $170,439-66.1% | $147,585-60.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 15.03% | 257.30%-242.3pp | 205.94%-190.9pp | 578.58%-563.6pp |
| Employer contribution / active EE | $1,594 | $6,184-74.2% | $5,433-70.7% | $4,876-67.3% |
| Participant deferral / active EE | $2,098 | $5,629-62.7% | $4,939-57.5% | $5,439-61.4% |
| Admin fee / account holder | $447 | $16,852-97.3% | $13,881-96.8% | $10,886-95.9% |