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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 | $48,462 | $160,028-69.7% | $147,080-67.1% | $145,884-66.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 18.08% | 98.60%-80.5pp | 420.17%-402.1pp | 551.85%-533.8pp |
| Employer contribution / active EE | $3,033 | $5,286-42.6% | $4,933-38.5% | $4,662-35.0% |
| Participant deferral / active EE | $5,959 | $8,422-29.2% | $8,066-26.1% | $6,690-10.9% |
| Admin fee / account holder | $6,744 | $15,030-55.1% | $12,989-48.1% | $13,392-49.6% |