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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 | $42,126 | $160,040-73.7% | $147,096-71.4% | $145,877-71.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 11.96% | 98.49%-86.5pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $1,998 | $5,289-62.2% | $4,936-59.5% | $4,663-57.2% |
| Participant deferral / active EE | $4,105 | $8,429-51.3% | $8,071-49.1% | $6,691-38.6% |
| Admin fee / account holder | $2,828 | $15,050-81.2% | $13,005-78.3% | $13,402-78.9% |