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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 | $54,267 | $160,028-66.1% | $147,080-63.1% | $145,884-62.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 16.91% | 98.60%-81.7pp | 420.17%-403.3pp | 551.85%-534.9pp |
| Employer contribution / active EE | $2,408 | $5,286-54.4% | $4,933-51.2% | $4,662-48.4% |
| Participant deferral / active EE | $10,299 | $8,422+22.3% | $8,066+27.7% | $6,690+54.0% |
| Admin fee / account holder | $6,606 | $15,030-56.0% | $12,989-49.1% | $13,392-50.7% |