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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 | $33,612 | $209,422-84.0% | $178,503-81.2% | $158,982-78.9% |
| Participation rate | 81.0% | 86.4%-5.4pp | 81.9%-1.0pp | 82.0%-1.0pp |
| Annual return | 14.40% | 188.81%-174.4pp | 151.12%-136.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $2,030 | $5,707-64.4% | $5,011-59.5% | $4,763-57.4% |
| Participant deferral / active EE | $3,193 | $5,955-46.4% | $5,202-38.6% | $5,983-46.6% |
| Admin fee / account holder | $1,424 | $17,079-91.7% | $13,987-89.8% | $11,252-87.3% |