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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 | $48,364 | $226,105-78.6% | $182,540-73.5% | $152,897-68.4% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.5%-7.5pp |
| Annual return | 25.50% | 192.58%-167.1pp | 148.58%-123.1pp | 345.43%-319.9pp |
| Employer contribution / active EE | $3,939 | $4,978-20.9% | $4,076-3.4% | $4,764-17.3% |
| Participant deferral / active EE | $7,915 | $6,370+24.3% | $5,525+43.2% | $5,851+35.3% |
| Admin fee / account holder | $8,380 | $10,706-21.7% | $8,593-2.5% | $11,599-27.8% |