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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 | $20,580 | $62,592-67.1% | $85,709-76.0% | $85,847-76.0% |
| Participation rate | 92.0% | 61.1%+30.9pp | 69.9%+22.1pp | 69.3%+22.7pp |
| Annual return | 79.23% | 23.77%+55.5pp | 21.49%+57.7pp | 318.61%-239.4pp |
| Employer contribution / active EE | $2,755 | $1,755+57.0% | $2,619+5.2% | $2,565+7.4% |
| Participant deferral / active EE | $8,787 | $2,802+213.6% | $3,924+124.0% | $3,952+122.3% |
| Admin fee / account holder | $2,105 | $4,643-54.7% | $6,876-69.4% | $6,261-66.4% |