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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 | $63,132 | $209,425-69.9% | $178,499-64.6% | $158,966-60.3% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 13.12% | 188.80%-175.7pp | 151.10%-138.0pp | 302.95%-289.8pp |
| Employer contribution / active EE | $3,230 | $5,707-43.4% | $5,011-35.5% | $4,762-32.2% |
| Participant deferral / active EE | $5,745 | $5,955-3.5% | $5,202+10.4% | $5,983-4.0% |
| Admin fee / account holder | $5,379 | $17,078-68.5% | $13,986-61.5% | $11,250-52.2% |