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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 | $47,002 | $209,425-77.6% | $178,499-73.7% | $158,966-70.4% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 16.27% | 188.80%-172.5pp | 151.10%-134.8pp | 302.95%-286.7pp |
| Employer contribution / active EE | $5,662 | $5,707-0.8% | $5,011+13.0% | $4,762+18.9% |
| Participant deferral / active EE | $3,591 | $5,955-39.7% | $5,202-31.0% | $5,983-40.0% |
| Admin fee / account holder | $368 | $17,078-97.8% | $13,986-97.4% | $11,250-96.7% |