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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 | $43,837 | $209,422-79.1% | $178,503-75.4% | $158,982-72.4% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 10.73% | 188.81%-178.1pp | 151.12%-140.4pp | 302.99%-292.3pp |
| Employer contribution / active EE | $2,250 | $5,707-60.6% | $5,011-55.1% | $4,763-52.8% |
| Participant deferral / active EE | $2,887 | $5,955-51.5% | $5,202-44.5% | $5,983-51.8% |
| Admin fee / account holder | $27,490 | $17,079+61.0% | $13,987+96.5% | $11,252+144.3% |