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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 | $58,800 | $166,131-64.6% | $164,975-64.4% | $145,877-59.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 10.86% | 100.37%-89.5pp | 70.12%-59.3pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,041 | $5,276-61.3% | $4,343-53.0% | $4,663-56.2% |
| Participant deferral / active EE | $4,407 | $6,962-36.7% | $6,033-27.0% | $6,691-34.1% |
| Admin fee / account holder | $1,401 | $16,648-91.6% | $12,688-89.0% | $13,402-89.5% |