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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 | $64,293 | $100,041-35.7% | $149,718-57.1% | $70,131-8.3% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 62.94% | 27.43%+35.5pp | 1501.70%-1438.8pp | 73.14%-10.2pp |
| Employer contribution / active EE | $2,676 | $3,662-26.9% | $5,444-50.8% | $2,342+14.3% |
| Participant deferral / active EE | $3,697 | $4,983-25.8% | $6,568-43.7% | $3,332+11.0% |
| Admin fee / account holder | $5,417 | $8,286-34.6% | $11,283-52.0% | $4,645+16.6% |