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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 | $79,045-7.5% | $100,378-27.1% | $74,429-1.7% |
| Participation rate | 88.1% | 79.4%+8.7pp | 81.5%+6.6pp | 67.2%+20.9pp |
| Annual return | 38.36% | 20.61%+17.7pp | 49.41%-11.1pp | 1368.38%-1330.0pp |
| Employer contribution / active EE | $4,767 | $3,015+58.1% | $3,942+20.9% | $2,625+81.6% |
| Participant deferral / active EE | $6,676 | $7,751-13.9% | $8,087-17.5% | $4,348+53.5% |
| Admin fee / account holder | $6,067 | $1,335+354.5% | $7,899-23.2% | $1,944+212.0% |