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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 | $53,520 | $198,457-73.0% | $170,435-68.6% | $147,586-63.7% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 22.04% | 257.30%-235.3pp | 205.94%-183.9pp | 578.59%-556.6pp |
| Employer contribution / active EE | $1,512 | $6,183-75.6% | $5,432-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $4,550 | $5,629-19.2% | $4,939-7.9% | $5,439-16.3% |
| Admin fee / account holder | $557 | $16,852-96.7% | $13,881-96.0% | $10,886-94.9% |