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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 | $160,040-71.4% | $147,096-68.8% | $145,877-68.6% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 12.94% | 98.49%-85.6pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,106 | $5,289-60.2% | $4,936-57.3% | $4,663-54.8% |
| Participant deferral / active EE | $4,020 | $8,429-52.3% | $8,071-50.2% | $6,691-39.9% |
| Admin fee / account holder | $539 | $15,050-96.4% | $13,005-95.9% | $13,402-96.0% |