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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 | $80,074 | $59,804+33.9% | $81,982-2.3% | $79,856+0.3% |
| Participation rate | 95.0% | 61.6%+33.4pp | 69.3%+25.7pp | 69.6%+25.4pp |
| Annual return | 80.54% | 17.56%+63.0pp | 41.31%+39.2pp | 31.71%+48.8pp |
| Employer contribution / active EE | $4,805 | $1,713+180.4% | $2,498+92.3% | $2,471+94.4% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,722-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,591 | $4,288-39.6% | $5,665-54.3% | $5,306-51.2% |