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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 | $45,921 | $166,268-72.4% | $165,100-72.2% | $145,897-68.5% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.6%+16.4pp | 80.3%+14.7pp |
| Annual return | 15.18% | 100.52%-85.3pp | 70.21%-55.0pp | 552.29%-537.1pp |
| Employer contribution / active EE | $2,912 | $5,284-44.9% | $4,348-33.0% | $4,663-37.5% |
| Participant deferral / active EE | $2,824 | $6,964-59.5% | $6,035-53.2% | $6,689-57.8% |
| Admin fee / account holder | $5,807 | $16,659-65.1% | $12,696-54.3% | $13,390-56.6% |