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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 | $69,462 | $91,439-24.0% | $135,974-48.9% | $71,511-2.9% |
| Participation rate | 86.7% | 75.7%+11.0pp | 81.9%+4.7pp | 67.9%+18.7pp |
| Annual return | 340.41% | 29.90%+310.5pp | 68.30%+272.1pp | 28.86%+311.6pp |
| Employer contribution / active EE | $2,601 | $3,705-29.8% | $4,859-46.5% | $2,589+0.4% |
| Participant deferral / active EE | $11,493 | $7,093+62.0% | $7,760+48.1% | $4,291+167.9% |
| Admin fee / account holder | $1,889 | $1,267+49.1% | $10,767-82.5% | $1,588+18.9% |