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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 | $95,102 | $217,432-56.3% | $185,849-48.8% | $167,536-43.2% |
| Participation rate | 78.6% | 86.1%-7.5pp | 81.7%-3.1pp | 82.1%-3.5pp |
| Annual return | 28.69% | 148.42%-119.7pp | 122.10%-93.4pp | 478.82%-450.1pp |
| Employer contribution / active EE | $2,243 | $5,875-61.8% | $5,169-56.6% | $4,839-53.7% |
| Participant deferral / active EE | $6,520 | $6,357+2.6% | $5,569+17.1% | $6,342+2.8% |
| Admin fee / account holder | $4,241 | $19,818-78.6% | $16,244-73.9% | $12,315-65.6% |