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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 | $52,874 | $175,212-69.8% | $149,682-64.7% | $139,427-62.1% |
| Participation rate | 78.9% | 83.4%-4.4pp | 78.8%+0.2pp | 80.3%-1.4pp |
| Annual return | 16.86% | 166.63%-149.8pp | 134.35%-117.5pp | 373.27%-356.4pp |
| Employer contribution / active EE | $2,042 | $5,475-62.7% | $4,818-57.6% | $4,752-57.0% |
| Participant deferral / active EE | $4,970 | $6,520-23.8% | $5,681-12.5% | $6,711-25.9% |
| Admin fee / account holder | $1,531 | $16,150-90.5% | $13,210-88.4% | $11,404-86.6% |