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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 | $84,302 | $53,841+56.6% | $75,731+11.3% | $85,851-1.8% |
| Participation rate | 84.4% | 69.0%+15.4pp | 74.8%+9.6pp | 69.3%+15.1pp |
| Annual return | 41.68% | 24.54%+17.1pp | 104.65%-63.0pp | 318.63%-277.0pp |
| Employer contribution / active EE | $1,026 | $2,017-49.1% | $2,743-62.6% | $2,565-60.0% |
| Participant deferral / active EE | $7,812 | $2,895+169.9% | $3,820+104.5% | $3,952+97.6% |
| Admin fee / account holder | $2,223 | $3,340-33.5% | $3,620-38.6% | $6,261-64.5% |