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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 | $60,321 | $209,422-71.2% | $178,503-66.2% | $158,982-62.1% |
| Participation rate | 76.5% | 86.4%-9.9pp | 81.9%-5.5pp | 82.0%-5.5pp |
| Annual return | 14.23% | 188.81%-174.6pp | 151.12%-136.9pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,604 | $5,707-54.4% | $5,011-48.0% | $4,763-45.3% |
| Participant deferral / active EE | $2,627 | $5,955-55.9% | $5,202-49.5% | $5,983-56.1% |
| Admin fee / account holder | $2,208 | $17,079-87.1% | $13,987-84.2% | $11,252-80.4% |