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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 | $57,839 | $160,070-63.9% | $147,117-60.7% | $145,897-60.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.1pp |
| Annual return | 10.62% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,762 | $5,285-47.7% | $4,932-44.0% | $4,663-40.8% |
| Participant deferral / active EE | $4,805 | $8,419-42.9% | $8,065-40.4% | $6,689-28.2% |
| Admin fee / account holder | $5,323 | $15,035-64.6% | $12,993-59.0% | $13,390-60.2% |