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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 | $73,135 | $79,169-7.6% | $100,415-27.2% | $74,478-1.8% |
| Participation rate | 88.1% | 79.4%+8.7pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 38.36% | 20.51%+17.8pp | 49.47%-11.1pp | 1370.56%-1332.2pp |
| Employer contribution / active EE | $4,767 | $3,017+58.0% | $3,943+20.9% | $2,626+81.5% |
| Participant deferral / active EE | $6,676 | $7,751-13.9% | $8,091-17.5% | $4,350+53.5% |
| Admin fee / account holder | $6,067 | $1,337+353.6% | $7,906-23.3% | $1,946+211.8% |