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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 | $159,978-75.8% | $147,041-73.6% | $145,978-73.4% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.48% | 98.36%-85.9pp | 419.21%-406.7pp | 550.52%-538.0pp |
| Employer contribution / active EE | $1,682 | $5,288-68.2% | $4,935-65.9% | $4,662-63.9% |
| Participant deferral / active EE | $6,219 | $8,429-26.2% | $8,071-22.9% | $6,690-7.0% |
| Admin fee / account holder | $1,632 | $15,053-89.2% | $13,006-87.5% | $13,400-87.8% |