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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 | $50,797 | $103,008-50.7% | $90,304-43.7% | $152,897-66.8% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 20.22% | 95.22%-75.0pp | 78.13%-57.9pp | 345.43%-325.2pp |
| Employer contribution / active EE | $2,078 | $3,139-33.8% | $2,855-27.2% | $4,764-56.4% |
| Participant deferral / active EE | $5,700 | $4,281+33.1% | $3,885+46.7% | $5,851-2.6% |
| Admin fee / account holder | $682 | $6,175-89.0% | $5,354-87.3% | $11,599-94.1% |