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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 | $40,971 | $108,897-62.4% | $100,378-59.2% | $145,877-71.9% |
| Participation rate | 95.8% | 83.0%+12.9pp | 81.5%+14.3pp | 80.3%+15.5pp |
| Annual return | 11.20% | 58.17%-47.0pp | 49.41%-38.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,612 | $4,420-40.9% | $3,942-33.7% | $4,663-44.0% |
| Participant deferral / active EE | $5,639 | $8,455-33.3% | $8,087-30.3% | $6,691-15.7% |
| Admin fee / account holder | $8,863 | $9,690-8.5% | $7,899+12.2% | $13,402-33.9% |