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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 | $52,190 | $175,259-70.2% | $149,723-65.1% | $139,487-62.6% |
| Participation rate | 94.4% | 83.4%+11.1pp | 78.8%+15.7pp | 80.3%+14.1pp |
| Annual return | 12.22% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.6pp |
| Employer contribution / active EE | $1,761 | $5,478-67.9% | $4,821-63.5% | $4,755-63.0% |
| Participant deferral / active EE | $5,091 | $6,522-21.9% | $5,682-10.4% | $6,713-24.2% |
| Admin fee / account holder | $552 | $16,158-96.6% | $13,215-95.8% | $11,407-95.2% |