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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 | $56,818 | $209,422-72.9% | $178,503-68.2% | $158,982-64.3% |
| Participation rate | 73.3% | 86.4%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | 33.38% | 188.81%-155.4pp | 151.12%-117.7pp | 302.99%-269.6pp |
| Employer contribution / active EE | $2,188 | $5,707-61.7% | $5,011-56.3% | $4,763-54.1% |
| Participant deferral / active EE | $4,623 | $5,955-22.4% | $5,202-11.1% | $5,983-22.7% |
| Admin fee / account holder | $827 | $17,079-95.2% | $13,987-94.1% | $11,252-92.6% |