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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 | $71,251 | $73,638-3.2% | $95,960-25.7% | $73,493-3.1% |
| Participation rate | 92.7% | 76.2%+16.5pp | 77.1%+15.6pp | 70.7%+22.0pp |
| Annual return | 19.25% | 16.78%+2.5pp | 91.63%-72.4pp | 28.51%-9.3pp |
| Employer contribution / active EE | $3,957 | $1,863+112.4% | $2,541+55.7% | $2,270+74.3% |
| Participant deferral / active EE | $8,261 | $3,617+128.4% | $4,167+98.3% | $3,740+120.9% |
| Admin fee / account holder | $13,333 | $482+2665.5% | $6,797+96.2% | $513+2498.5% |