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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 | $160,040-69.5% | $147,096-66.8% | $145,877-66.5% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 12.41% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $2,928 | $5,289-44.6% | $4,936-40.7% | $4,663-37.2% |
| Participant deferral / active EE | $4,678 | $8,429-44.5% | $8,071-42.0% | $6,691-30.1% |
| Admin fee / account holder | $2,226 | $15,050-85.2% | $13,005-82.9% | $13,402-83.4% |