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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 | $76,849 | $209,422-63.3% | $178,503-56.9% | $158,982-51.7% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 23.65% | 188.81%-165.2pp | 151.12%-127.5pp | 302.99%-279.3pp |
| Employer contribution / active EE | $3,381 | $5,707-40.8% | $5,011-32.5% | $4,763-29.0% |
| Participant deferral / active EE | $4,717 | $5,955-20.8% | $5,202-9.3% | $5,983-21.2% |
| Admin fee / account holder | $3,864 | $17,079-77.4% | $13,987-72.4% | $11,252-65.7% |