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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 | $45,829 | $160,070-71.4% | $147,117-68.8% | $145,897-68.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.1pp | 80.3%+13.0pp |
| Annual return | 12.94% | 98.69%-85.7pp | 420.54%-407.6pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,106 | $5,285-60.1% | $4,932-57.3% | $4,663-54.8% |
| Participant deferral / active EE | $4,020 | $8,419-52.3% | $8,065-50.2% | $6,689-39.9% |
| Admin fee / account holder | $539 | $15,035-96.4% | $12,993-95.8% | $13,390-96.0% |