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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 | $29,675 | $103,393-71.3% | $87,103-65.9% | $152,909-80.6% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 77.80% | 28.10%+49.7pp | 28.19%+49.6pp | 345.46%-267.7pp |
| Employer contribution / active EE | $3,163 | $3,221-1.8% | $2,521+25.4% | $4,764-33.6% |
| Participant deferral / active EE | $5,670 | $4,778+18.7% | $4,049+40.0% | $5,851-3.1% |
| Admin fee / account holder | $1,522 | $12,195-87.5% | $7,491-79.7% | $11,601-86.9% |