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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 | $49,406 | $166,242-70.3% | $165,071-70.1% | $145,884-66.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.03% | 100.44%-90.4pp | 70.17%-60.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $3,075 | $5,283-41.8% | $4,347-29.3% | $4,662-34.0% |
| Participant deferral / active EE | $6,420 | $6,964-7.8% | $6,035+6.4% | $6,690-4.0% |
| Admin fee / account holder | $6,264 | $16,658-62.4% | $12,695-50.7% | $13,392-53.2% |