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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 | $70,436 | $88,672-20.6% | $105,223-33.1% | $82,448-14.6% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.3pp |
| Annual return | 59.73% | 30.86%+28.9pp | 180.65%-120.9pp | 41.64%+18.1pp |
| Employer contribution / active EE | $3,159 | $3,048+3.7% | $3,689-14.3% | $2,551+23.8% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,413 | $7,146-52.2% | $8,859-61.5% | $7,234-52.8% |