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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 | $124,314-29.1% | $109,163-19.3% | $167,518-47.4% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 59.49% | 26.04%+33.4pp | 25.75%+33.7pp | 478.71%-419.2pp |
| Employer contribution / active EE | $1,042 | $4,209-75.2% | $3,723-72.0% | $4,838-78.5% |
| Participant deferral / active EE | $2,719 | $5,256-48.3% | $4,654-41.6% | $6,342-57.1% |
| Admin fee / account holder | $2,691 | $7,973-66.2% | $6,754-60.2% | $12,312-78.1% |