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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 | $50,552 | $175,231-71.2% | $149,696-66.2% | $139,466-63.8% |
| Participation rate | 78.6% | 83.4%-4.8pp | 78.8%-0.2pp | 80.3%-1.8pp |
| Annual return | 13.59% | 166.77%-153.2pp | 134.46%-120.9pp | 373.66%-360.1pp |
| Employer contribution / active EE | $2,310 | $5,478-57.8% | $4,821-52.1% | $4,754-51.4% |
| Participant deferral / active EE | $7,171 | $6,521+10.0% | $5,682+26.2% | $6,712+6.8% |
| Admin fee / account holder | $17,374 | $16,155+7.5% | $13,212+31.5% | $11,409+52.3% |