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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 | $159,934-71.3% | $147,005-68.8% | $145,959-68.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.94% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $2,106 | $5,287-60.2% | $4,934-57.3% | $4,661-54.8% |
| Participant deferral / active EE | $4,020 | $8,427-52.3% | $8,070-50.2% | $6,689-39.9% |
| Admin fee / account holder | $539 | $15,053-96.4% | $13,006-95.9% | $13,398-96.0% |