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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 | $90,674 | $58,234+55.7% | $81,783+10.9% | $80,874+12.1% |
| Participation rate | 94.1% | 63.4%+30.7pp | 72.4%+21.8pp | 67.6%+26.5pp |
| Annual return | 13.93% | 41.70%-27.8pp | 775.05%-761.1pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,630 | $2,341+12.3% | $2,913-9.7% | $2,756-4.6% |
| Participant deferral / active EE | $6,088 | $3,283+85.5% | $4,320+40.9% | $4,297+41.7% |
| Admin fee / account holder | $1,490 | $4,982-70.1% | $7,380-79.8% | $6,935-78.5% |