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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 | $23,712 | $159,934-85.2% | $147,005-83.9% | $145,959-83.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.56% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $2,636 | $5,287-50.1% | $4,934-46.6% | $4,661-43.4% |
| Participant deferral / active EE | $3,824 | $8,427-54.6% | $8,070-52.6% | $6,689-42.8% |
| Admin fee / account holder | $3,364 | $15,053-77.7% | $13,006-74.1% | $13,398-74.9% |