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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 | $48,309 | $166,131-70.9% | $164,975-70.7% | $145,877-66.9% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 9.66% | 100.37%-90.7pp | 70.12%-60.5pp | 551.28%-541.6pp |
| Employer contribution / active EE | $3,655 | $5,276-30.7% | $4,343-15.8% | $4,663-21.6% |
| Participant deferral / active EE | $4,592 | $6,962-34.0% | $6,033-23.9% | $6,691-31.4% |
| Admin fee / account holder | $6,907 | $16,648-58.5% | $12,688-45.6% | $13,402-48.5% |