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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 | $49,308 | $183,988-73.2% | $162,177-69.6% | $152,897-67.8% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 24.25% | 150.79%-126.5pp | 115.60%-91.4pp | 345.43%-321.2pp |
| Employer contribution / active EE | $2,403 | $6,370-62.3% | $5,613-57.2% | $4,764-49.5% |
| Participant deferral / active EE | $6,979 | $8,032-13.1% | $7,297-4.4% | $5,851+19.3% |
| Admin fee / account holder | $998 | $13,123-92.4% | $10,843-90.8% | $11,599-91.4% |