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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 | $125,190-65.1% | $105,624-58.7% | $145,897-70.1% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 12.18% | 225.22%-213.0pp | 116.20%-104.0pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,416 | $3,720-61.9% | $3,168-55.3% | $4,663-69.6% |
| Participant deferral / active EE | $4,860 | $5,716-15.0% | $5,013-3.0% | $6,689-27.3% |
| Admin fee / account holder | $660 | $17,138-96.2% | $10,961-94.0% | $13,390-95.1% |