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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 | $36,735 | $166,268-77.9% | $165,100-77.7% | $145,897-74.8% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 12.40% | 100.52%-88.1pp | 70.21%-57.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,181 | $5,284-58.7% | $4,348-49.8% | $4,663-53.2% |
| Participant deferral / active EE | $4,342 | $6,964-37.6% | $6,035-28.1% | $6,689-35.1% |
| Admin fee / account holder | $1,114 | $16,659-93.3% | $12,696-91.2% | $13,390-91.7% |