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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 | $32,868 | $209,422-84.3% | $178,503-81.6% | $158,982-79.3% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 21.29% | 188.81%-167.5pp | 151.12%-129.8pp | 302.99%-281.7pp |
| Employer contribution / active EE | $1,608 | $5,707-71.8% | $5,011-67.9% | $4,763-66.2% |
| Participant deferral / active EE | $4,835 | $5,955-18.8% | $5,202-7.1% | $5,983-19.2% |
| Admin fee / account holder | $1,134 | $17,079-93.4% | $13,987-91.9% | $11,252-89.9% |