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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 | $88,107 | $124,351-29.1% | $109,188-19.3% | $167,553-47.4% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 59.49% | 26.04%+33.4pp | 25.76%+33.7pp | 478.89%-419.4pp |
| Employer contribution / active EE | $1,042 | $4,210-75.3% | $3,723-72.0% | $4,840-78.5% |
| Participant deferral / active EE | $2,719 | $5,257-48.3% | $4,654-41.6% | $6,343-57.1% |
| Admin fee / account holder | $2,691 | $7,975-66.3% | $6,755-60.2% | $12,316-78.2% |