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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 | $73,454 | $154,365-52.4% | $130,231-43.6% | $139,466-47.3% |
| Participation rate | 84.6% | 79.9%+4.7pp | 76.3%+8.3pp | 80.3%+4.3pp |
| Annual return | 59.71% | 30.53%+29.2pp | 38.86%+20.8pp | 373.66%-314.0pp |
| Employer contribution / active EE | $2,094 | $5,170-59.5% | $4,126-49.3% | $4,754-56.0% |
| Participant deferral / active EE | $10,444 | $8,498+22.9% | $6,799+53.6% | $6,712+55.6% |
| Admin fee / account holder | $2,102 | $9,214-77.2% | $6,020-65.1% | $11,409-81.6% |