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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 | $209,405-63.3% | $178,486-56.9% | $158,931-51.6% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 23.65% | 188.77%-165.1pp | 151.08%-127.4pp | 302.86%-279.2pp |
| Employer contribution / active EE | $3,381 | $5,707-40.8% | $5,011-32.5% | $4,761-29.0% |
| Participant deferral / active EE | $4,717 | $5,954-20.8% | $5,202-9.3% | $5,982-21.2% |
| Admin fee / account holder | $3,864 | $17,076-77.4% | $13,985-72.4% | $11,247-65.6% |