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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 | $84,328 | $176,105-52.1% | $159,474-47.1% | $167,536-49.7% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 18.76% | 331.91%-313.2pp | 263.68%-244.9pp | 478.82%-460.1pp |
| Employer contribution / active EE | $2,501 | $5,299-52.8% | $4,831-48.2% | $4,839-48.3% |
| Participant deferral / active EE | $5,273 | $7,751-32.0% | $7,353-28.3% | $6,342-16.9% |
| Admin fee / account holder | $5,079 | $12,559-59.6% | $10,802-53.0% | $12,315-58.8% |