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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 | $45,581 | $160,040-71.5% | $147,096-69.0% | $145,877-68.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 11.71% | 98.49%-86.8pp | 419.75%-408.0pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,729 | $5,289-67.3% | $4,936-65.0% | $4,663-62.9% |
| Participant deferral / active EE | $5,076 | $8,429-39.8% | $8,071-37.1% | $6,691-24.1% |
| Admin fee / account holder | $858 | $15,050-94.3% | $13,005-93.4% | $13,402-93.6% |