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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 | $58,985 | $209,425-71.8% | $178,499-67.0% | $158,966-62.9% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 12.12% | 188.80%-176.7pp | 151.10%-139.0pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,942 | $5,707-66.0% | $5,011-61.2% | $4,762-59.2% |
| Participant deferral / active EE | $3,158 | $5,955-47.0% | $5,202-39.3% | $5,983-47.2% |
| Admin fee / account holder | $2,059 | $17,078-87.9% | $13,986-85.3% | $11,250-81.7% |