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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 | $57,099 | $160,040-64.3% | $147,096-61.2% | $145,877-60.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.94% | 98.49%-82.6pp | 419.75%-403.8pp | 551.28%-535.3pp |
| Employer contribution / active EE | $1,582 | $5,289-70.1% | $4,936-68.0% | $4,663-66.1% |
| Participant deferral / active EE | $3,700 | $8,429-56.1% | $8,071-54.2% | $6,691-44.7% |
| Admin fee / account holder | $3,633 | $15,050-75.9% | $13,005-72.1% | $13,402-72.9% |