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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 | $49,353 | $58,234-15.3% | $81,783-39.7% | $80,874-39.0% |
| Participation rate | 76.0% | 63.4%+12.6pp | 72.4%+3.6pp | 67.6%+8.4pp |
| Annual return | 68.68% | 41.70%+27.0pp | 775.05%-706.4pp | 35.62%+33.1pp |
| Employer contribution / active EE | $2,812 | $2,341+20.1% | $2,913-3.5% | $2,756+2.0% |
| Participant deferral / active EE | $2,623 | $3,283-20.1% | $4,320-39.3% | $4,297-39.0% |
| Admin fee / account holder | $1,961 | $4,982-60.6% | $7,380-73.4% | $6,935-71.7% |