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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 | $49,374 | $209,422-76.4% | $178,503-72.3% | $158,982-68.9% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.54% | 188.81%-170.3pp | 151.12%-132.6pp | 302.99%-284.5pp |
| Employer contribution / active EE | $1,307 | $5,707-77.1% | $5,011-73.9% | $4,763-72.6% |
| Participant deferral / active EE | $8,335 | $5,955+40.0% | $5,202+60.2% | $5,983+39.3% |
| Admin fee / account holder | $320 | $17,079-98.1% | $13,987-97.7% | $11,252-97.2% |