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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 | $56,649 | $73,532-23.0% | $178,540-68.3% | $74,459-23.9% |
| Participation rate | 72.2% | 66.6%+5.6pp | 77.1%-4.9pp | 67.2%+5.0pp |
| Annual return | 58.55% | 17.51%+41.0pp | 27.15%+31.4pp | 1369.70%-1311.1pp |
| Employer contribution / active EE | $3,024 | $2,221+36.1% | $3,953-23.5% | $2,626+15.2% |
| Participant deferral / active EE | $4,851 | $4,519+7.3% | $6,281-22.8% | $4,350+11.5% |
| Admin fee / account holder | $1,981 | $1,813+9.3% | $10,424-81.0% | $1,945+1.9% |