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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 | $41,592 | $160,040-74.0% | $147,096-71.7% | $145,877-71.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.60% | 98.49%-87.9pp | 419.75%-409.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,794 | $5,289-47.2% | $4,936-43.4% | $4,663-40.1% |
| Participant deferral / active EE | $5,011 | $8,429-40.5% | $8,071-37.9% | $6,691-25.1% |
| Admin fee / account holder | $1,618 | $15,050-89.3% | $13,005-87.6% | $13,402-87.9% |