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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 | $39,917 | $159,934-75.0% | $147,005-72.8% | $145,959-72.7% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 14.44% | 98.24%-83.8pp | 418.76%-404.3pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,235 | $5,287-38.8% | $4,934-34.4% | $4,661-30.6% |
| Participant deferral / active EE | $5,062 | $8,427-39.9% | $8,070-37.3% | $6,689-24.3% |
| Admin fee / account holder | $5,920 | $15,053-60.7% | $13,006-54.5% | $13,398-55.8% |