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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 | $43,649 | $125,237-65.1% | $105,608-58.7% | $145,877-70.1% |
| Participation rate | 93.8% | 77.7%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 12.18% | 225.76%-213.6pp | 116.50%-104.3pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,416 | $3,720-61.9% | $3,167-55.3% | $4,663-69.6% |
| Participant deferral / active EE | $4,860 | $5,711-14.9% | $5,010-3.0% | $6,691-27.4% |
| Admin fee / account holder | $660 | $17,287-96.2% | $11,028-94.0% | $13,402-95.1% |