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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 | $65,351 | $209,422-68.8% | $178,503-63.4% | $158,982-58.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 33.94% | 188.81%-154.9pp | 151.12%-117.2pp | 302.99%-269.0pp |
| Employer contribution / active EE | $6,381 | $5,707+11.8% | $5,011+27.3% | $4,763+34.0% |
| Participant deferral / active EE | $12,363 | $5,955+107.6% | $5,202+137.7% | $5,983+106.6% |
| Admin fee / account holder | $112,260 | $17,079+557.3% | $13,987+702.6% | $11,252+897.7% |