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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 | $67,020 | $111,535-39.9% | $105,223-36.3% | $137,256-51.2% |
| Participation rate | 70.6% | 78.1%-7.5pp | 75.0%-4.5pp | 80.0%-9.4pp |
| Annual return | 60.59% | 237.85%-177.3pp | 180.65%-120.1pp | 220.34%-159.7pp |
| Employer contribution / active EE | $1,500 | $3,939-61.9% | $3,689-59.3% | $4,156-63.9% |
| Participant deferral / active EE | $3,376 | $5,500-38.6% | $5,072-33.4% | $6,407-47.3% |
| Admin fee / account holder | $7,530 | $9,721-22.5% | $8,859-15.0% | $12,270-38.6% |