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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 | $97,752 | $57,305+70.6% | $86,640+12.8% | $75,173+30.0% |
| Participation rate | 72.4% | 63.2%+9.2pp | 71.7%+0.7pp | 67.2%+5.2pp |
| Annual return | 15.26% | 2674.24%-2659.0pp | 592.52%-577.3pp | 160.72%-145.5pp |
| Employer contribution / active EE | $1,514 | $2,316-34.6% | $3,024-49.9% | $2,671-43.3% |
| Participant deferral / active EE | $2,390 | $3,320-28.0% | $4,438-46.2% | $4,126-42.1% |
| Admin fee / account holder | $1,639 | $4,116-60.2% | $5,616-70.8% | $5,651-71.0% |