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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 | $58,662 | $175,231-66.5% | $149,696-60.8% | $139,466-57.9% |
| Participation rate | 89.5% | 83.4%+6.1pp | 78.8%+10.7pp | 80.3%+9.1pp |
| Annual return | 16.59% | 166.77%-150.2pp | 134.46%-117.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,782 | $5,478-49.2% | $4,821-42.3% | $4,754-41.5% |
| Participant deferral / active EE | $4,576 | $6,521-29.8% | $5,682-19.5% | $6,712-31.8% |
| Admin fee / account holder | $1,965 | $16,155-87.8% | $13,212-85.1% | $11,409-82.8% |