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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 | $31,451 | $72,177-56.4% | $115,037-72.7% | $59,633-47.3% |
| Participation rate | 93.1% | 72.6%+20.6pp | 81.4%+11.7pp | 68.7%+24.4pp |
| Annual return | 67.59% | 12.02%+55.6pp | 26.14%+41.4pp | 2041.40%-1973.8pp |
| Employer contribution / active EE | $2,469 | $2,841-13.1% | $4,608-46.4% | $2,203+12.1% |
| Participant deferral / active EE | $5,143 | $4,783+7.5% | $6,026-14.7% | $3,192+61.2% |
| Admin fee / account holder | $2,778 | $4,927-43.6% | $8,175-66.0% | $4,297-35.3% |