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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 | $82,402 | $198,457-58.5% | $170,435-51.7% | $147,586-44.2% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 15.08% | 257.30%-242.2pp | 205.94%-190.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $1,694 | $6,183-72.6% | $5,432-68.8% | $4,876-65.3% |
| Participant deferral / active EE | $3,081 | $5,629-45.3% | $4,939-37.6% | $5,439-43.4% |
| Admin fee / account holder | $3,429 | $16,852-79.7% | $13,881-75.3% | $10,886-68.5% |