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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 | $58,671 | $112,121-47.7% | $95,960-38.9% | $158,966-63.1% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 13.16% | 171.16%-158.0pp | 91.63%-78.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $1,107 | $3,199-65.4% | $2,541-56.4% | $4,762-76.7% |
| Participant deferral / active EE | $3,921 | $4,784-18.0% | $4,167-5.9% | $5,983-34.5% |
| Admin fee / account holder | $353 | $10,135-96.5% | $6,797-94.8% | $11,250-96.9% |