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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 | $22,517 | $160,040-85.9% | $147,096-84.7% | $145,877-84.6% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 12.44% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,884 | $5,289-64.4% | $4,936-61.8% | $4,663-59.6% |
| Participant deferral / active EE | $4,186 | $8,429-50.3% | $8,071-48.1% | $6,691-37.4% |
| Admin fee / account holder | $2,646 | $15,050-82.4% | $13,005-79.7% | $13,402-80.3% |