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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 | $81,323 | $209,422-61.2% | $178,503-54.4% | $158,982-48.8% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 12.51% | 188.81%-176.3pp | 151.12%-138.6pp | 302.99%-290.5pp |
| Employer contribution / active EE | $1,970 | $5,707-65.5% | $5,011-60.7% | $4,763-58.6% |
| Participant deferral / active EE | $4,779 | $5,955-19.7% | $5,202-8.1% | $5,983-20.1% |
| Admin fee / account holder | $8,993 | $17,079-47.3% | $13,987-35.7% | $11,252-20.1% |