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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 | $166,268-70.9% | $165,100-70.7% | $145,897-66.9% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.4pp |
| Annual return | 9.66% | 100.52%-90.9pp | 70.21%-60.6pp | 552.29%-542.6pp |
| Employer contribution / active EE | $3,655 | $5,284-30.8% | $4,348-15.9% | $4,663-21.6% |
| Participant deferral / active EE | $4,592 | $6,964-34.1% | $6,035-23.9% | $6,689-31.4% |
| Admin fee / account holder | $6,907 | $16,659-58.5% | $12,696-45.6% | $13,390-48.4% |