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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 | $42,437 | $43,423-2.3% | $78,676-46.1% | $55,167-23.1% |
| Participation rate | 98.0% | 68.0%+30.0pp | 73.6%+24.5pp | 69.0%+29.0pp |
| Annual return | 66.75% | 11.53%+55.2pp | 62.19%+4.6pp | 169.23%-102.5pp |
| Employer contribution / active EE | $2,256 | $1,997+13.0% | $2,850-20.8% | $1,963+15.0% |
| Participant deferral / active EE | $3,725 | $2,509+48.5% | $3,517+5.9% | $3,054+22.0% |
| Admin fee / account holder | $2,071 | $416+397.7% | $4,510-54.1% | $504+311.1% |