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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 | $62,586 | $61,125+2.4% | $94,057-33.5% | $87,485-28.5% |
| Participation rate | 72.6% | 64.1%+8.6pp | 73.3%-0.7pp | 68.9%+3.7pp |
| Annual return | 317.60% | 35.20%+282.4pp | 480.62%-163.0pp | 26.06%+291.5pp |
| Employer contribution / active EE | $2,618 | $2,136+22.6% | $2,933-10.7% | $2,596+0.9% |
| Participant deferral / active EE | $5,983 | $3,260+83.5% | $4,709+27.0% | $4,274+40.0% |
| Admin fee / account holder | $9,407 | $5,629+67.1% | $7,244+29.9% | $7,775+21.0% |