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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 | $159,978-75.0% | $147,041-72.8% | $145,978-72.6% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 16.92% | 98.36%-81.4pp | 419.21%-402.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $2,012 | $5,288-62.0% | $4,935-59.2% | $4,662-56.8% |
| Participant deferral / active EE | $4,449 | $8,429-47.2% | $8,071-44.9% | $6,690-33.5% |
| Admin fee / account holder | $4,773 | $15,053-68.3% | $13,006-63.3% | $13,400-64.4% |