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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 | $37,546 | $56,134-33.1% | $96,171-61.0% | $85,847-56.3% |
| Participation rate | 74.1% | 56.7%+17.4pp | 68.4%+5.7pp | 69.3%+4.8pp |
| Annual return | 62.06% | 42.30%+19.8pp | 192.04%-130.0pp | 318.61%-256.5pp |
| Employer contribution / active EE | $3,317 | $1,620+104.7% | $2,799+18.5% | $2,565+29.3% |
| Participant deferral / active EE | $6,063 | $2,858+112.2% | $4,350+39.4% | $3,952+53.4% |
| Admin fee / account holder | $1,061 | $3,769-71.9% | $5,538-80.8% | $6,261-83.1% |