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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 | $69,611 | $91,198-23.7% | $178,503-61.0% | $79,856-12.8% |
| Participation rate | 88.6% | 69.2%+19.4pp | 81.9%+6.6pp | 69.6%+18.9pp |
| Annual return | 79.53% | 24.20%+55.3pp | 151.12%-71.6pp | 31.71%+47.8pp |
| Employer contribution / active EE | $2,256 | $3,257-30.7% | $5,011-55.0% | $2,471-8.7% |
| Participant deferral / active EE | $5,200 | $3,237+60.7% | $5,2020% | $3,741+39.0% |
| Admin fee / account holder | $4,179 | $6,748-38.1% | $13,987-70.1% | $5,306-21.3% |