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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 | $76,156 | $53,841+41.4% | $75,731+0.6% | $85,851-11.3% |
| Participation rate | 82.6% | 69.0%+13.5pp | 74.8%+7.7pp | 69.3%+13.2pp |
| Annual return | 50.56% | 24.54%+26.0pp | 104.65%-54.1pp | 318.63%-268.1pp |
| Employer contribution / active EE | $1,680 | $2,017-16.7% | $2,743-38.8% | $2,565-34.5% |
| Participant deferral / active EE | $5,319 | $2,895+83.7% | $3,820+39.2% | $3,952+34.6% |
| Admin fee / account holder | $1,956 | $3,340-41.4% | $3,620-46.0% | $6,261-68.8% |