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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 | $50,350 | $209,422-76.0% | $178,503-71.8% | $158,982-68.3% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 15.43% | 188.81%-173.4pp | 151.12%-135.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,820 | $5,707-68.1% | $5,011-63.7% | $4,763-61.8% |
| Participant deferral / active EE | $4,337 | $5,955-27.2% | $5,202-16.6% | $5,983-27.5% |
| Admin fee / account holder | $548 | $17,079-96.8% | $13,987-96.1% | $11,252-95.1% |