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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 | $115,150 | $209,422-45.0% | $178,503-35.5% | $158,982-27.6% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 15.93% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $4,366 | $5,707-23.5% | $5,011-12.9% | $4,763-8.3% |
| Participant deferral / active EE | $5,753 | $5,955-3.4% | $5,202+10.6% | $5,983-3.8% |
| Admin fee / account holder | $419 | $17,079-97.5% | $13,987-97.0% | $11,252-96.3% |