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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 | $60,577 | $175,259-65.4% | $149,723-59.5% | $139,487-56.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 20.92% | 166.82%-145.9pp | 134.50%-113.6pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,258 | $5,478-77.0% | $4,821-73.9% | $4,755-73.5% |
| Participant deferral / active EE | $5,864 | $6,522-10.1% | $5,682+3.2% | $6,713-12.6% |
| Admin fee / account holder | $5,883 | $16,158-63.6% | $13,215-55.5% | $11,407-48.4% |