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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 | $52,066 | $160,028-67.5% | $147,080-64.6% | $145,884-64.3% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.52% | 98.60%-86.1pp | 420.17%-407.7pp | 551.85%-539.3pp |
| Employer contribution / active EE | $3,561 | $5,286-32.6% | $4,933-27.8% | $4,662-23.6% |
| Participant deferral / active EE | $7,691 | $8,422-8.7% | $8,066-4.7% | $6,690+15.0% |
| Admin fee / account holder | $1,343 | $15,030-91.1% | $12,989-89.7% | $13,392-90.0% |