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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 | $159,978-63.8% | $147,041-60.7% | $145,978-60.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 10.62% | 98.36%-87.7pp | 419.21%-408.6pp | 550.52%-539.9pp |
| Employer contribution / active EE | $2,762 | $5,288-47.8% | $4,935-44.0% | $4,662-40.7% |
| Participant deferral / active EE | $4,805 | $8,429-43.0% | $8,071-40.5% | $6,690-28.2% |
| Admin fee / account holder | $5,323 | $15,053-64.6% | $13,006-59.1% | $13,400-60.3% |