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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 | $82,591 | $58,927+40.2% | $76,823+7.5% | $72,983+13.2% |
| Participation rate | 73.1% | 67.3%+5.7pp | 72.1%+1.0pp | 69.5%+3.6pp |
| Annual return | 19.76% | 2305.64%-2285.9pp | 1166.42%-1146.7pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,112 | $1,787-37.7% | $2,302-51.7% | $2,440-54.4% |
| Participant deferral / active EE | $2,606 | $2,690-3.2% | $3,336-21.9% | $3,608-27.8% |
| Admin fee / account holder | $2,010 | $4,013-49.9% | $6,422-68.7% | $5,124-60.8% |