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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 | $46,659 | $160,070-70.9% | $147,117-68.3% | $145,897-68.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 29.53% | 98.69%-69.2pp | 420.54%-391.0pp | 552.29%-522.8pp |
| Employer contribution / active EE | $2,671 | $5,285-49.5% | $4,932-45.8% | $4,663-42.7% |
| Participant deferral / active EE | $7,851 | $8,419-6.7% | $8,065-2.6% | $6,689+17.4% |
| Admin fee / account holder | $2,102 | $15,035-86.0% | $12,993-83.8% | $13,390-84.3% |