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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 | $38,606 | $209,428-81.6% | $178,498-78.4% | $158,950-75.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 7.74% | 188.78%-181.0pp | 151.09%-143.4pp | 302.91%-295.2pp |
| Employer contribution / active EE | $1,886 | $5,707-67.0% | $5,011-62.4% | $4,762-60.4% |
| Participant deferral / active EE | $3,656 | $5,955-38.6% | $5,202-29.7% | $5,983-38.9% |
| Admin fee / account holder | $6,081 | $17,077-64.4% | $13,985-56.5% | $11,248-45.9% |