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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 | $17,724 | $160,070-88.9% | $147,117-88.0% | $145,897-87.9% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 12.35% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-539.9pp |
| Employer contribution / active EE | $2,967 | $5,285-43.9% | $4,932-39.9% | $4,663-36.4% |
| Participant deferral / active EE | $5,925 | $8,419-29.6% | $8,065-26.5% | $6,689-11.4% |
| Admin fee / account holder | $6,019 | $15,035-60.0% | $12,993-53.7% | $13,390-55.1% |