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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 | $85,088 | $209,425-59.4% | $178,499-52.3% | $158,966-46.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 46.31% | 188.80%-142.5pp | 151.10%-104.8pp | 302.95%-256.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,000 | $5,955+168.7% | $5,202+207.6% | $5,983+167.4% |
| Admin fee / account holder | $313 | $17,078-98.2% | $13,986-97.8% | $11,250-97.2% |