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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 | $48,864 | $159,934-69.4% | $147,005-66.8% | $145,959-66.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 12.41% | 98.24%-85.8pp | 418.76%-406.4pp | 561.95%-549.5pp |
| Employer contribution / active EE | $2,928 | $5,287-44.6% | $4,934-40.7% | $4,661-37.2% |
| Participant deferral / active EE | $4,678 | $8,427-44.5% | $8,070-42.0% | $6,689-30.1% |
| Admin fee / account holder | $2,226 | $15,053-85.2% | $13,006-82.9% | $13,398-83.4% |