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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 | $54,375 | $80,983-32.9% | $96,544-43.7% | $75,177-27.7% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 267.59% | 27.05%+240.5pp | 25.88%+241.7pp | 160.75%+106.8pp |
| Employer contribution / active EE | $2,671 | $2,282+17.0% | $2,966-10.0% | $2,6710% |
| Participant deferral / active EE | $6,629 | $3,929+68.7% | $4,851+36.6% | $4,126+60.6% |
| Admin fee / account holder | $8,177 | $6,717+21.7% | $8,254-0.9% | $5,651+44.7% |