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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 | $49,281 | $63,346-22.2% | $92,240-46.6% | $70,126-29.7% |
| Participation rate | 76.7% | 68.7%+8.0pp | 76.5%+0.2pp | 69.5%+7.1pp |
| Annual return | 18.95% | 530.19%-511.2pp | 176.29%-157.3pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,718 | $2,471+10.0% | $3,680-26.1% | $2,343+16.0% |
| Participant deferral / active EE | $5,591 | $2,854+95.9% | $3,897+43.5% | $3,332+67.8% |
| Admin fee / account holder | $9,655 | $3,841+151.4% | $5,194+85.9% | $4,645+107.8% |