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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 | $50,027 | $209,422-76.1% | $178,503-72.0% | $158,982-68.5% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 14.78% | 188.81%-174.0pp | 151.12%-136.3pp | 302.99%-288.2pp |
| Employer contribution / active EE | $3,078 | $5,707-46.1% | $5,011-38.6% | $4,763-35.4% |
| Participant deferral / active EE | $3,025 | $5,955-49.2% | $5,202-41.8% | $5,983-49.4% |
| Admin fee / account holder | $5,542 | $17,079-67.6% | $13,987-60.4% | $11,252-50.7% |