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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 | $54,112 | $159,978-66.2% | $147,041-63.2% | $145,978-62.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 12.21% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,199 | $5,288-58.4% | $4,935-55.4% | $4,662-52.8% |
| Participant deferral / active EE | $10,829 | $8,429+28.5% | $8,071+34.2% | $6,690+61.9% |
| Admin fee / account holder | $3,629 | $15,053-75.9% | $13,006-72.1% | $13,400-72.9% |