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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 | $38,765 | $160,040-75.8% | $147,096-73.6% | $145,877-73.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.48% | 98.49%-86.0pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,682 | $5,289-68.2% | $4,936-65.9% | $4,663-63.9% |
| Participant deferral / active EE | $6,219 | $8,429-26.2% | $8,071-22.9% | $6,691-7.1% |
| Admin fee / account holder | $1,632 | $15,050-89.2% | $13,005-87.5% | $13,402-87.8% |