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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 | $40,030 | $159,934-75.0% | $147,005-72.8% | $145,959-72.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 16.92% | 98.24%-81.3pp | 418.76%-401.8pp | 561.95%-545.0pp |
| Employer contribution / active EE | $2,012 | $5,287-61.9% | $4,934-59.2% | $4,661-56.8% |
| Participant deferral / active EE | $4,449 | $8,427-47.2% | $8,070-44.9% | $6,689-33.5% |
| Admin fee / account holder | $4,773 | $15,053-68.3% | $13,006-63.3% | $13,398-64.4% |