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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 | $68,907 | $50,554+36.3% | $67,681+1.8% | $87,485-21.2% |
| Participation rate | 94.8% | 67.7%+27.1pp | 73.7%+21.1pp | 68.9%+25.9pp |
| Annual return | 49.49% | 17.81%+31.7pp | 590.58%-541.1pp | 26.06%+23.4pp |
| Employer contribution / active EE | $2,016 | $1,988+1.4% | $2,678-24.7% | $2,596-22.3% |
| Participant deferral / active EE | $4,143 | $2,961+39.9% | $3,976+4.2% | $4,274-3.1% |
| Admin fee / account holder | $7,156 | $4,132+73.2% | $6,100+17.3% | $7,775-8.0% |