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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 | $120,204 | $70,430+70.7% | $96,572+24.5% | $85,851+40.0% |
| Participation rate | 82.4% | 61.8%+20.5pp | 69.8%+12.5pp | 69.3%+13.0pp |
| Annual return | 64.55% | 18.58%+46.0pp | 37.79%+26.8pp | 318.63%-254.1pp |
| Employer contribution / active EE | $2,982 | $1,413+111.0% | $2,357+26.5% | $2,565+16.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,042 | $4,996-39.1% | $6,183-50.8% | $6,261-51.4% |