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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 | $80,353 | $57,285+40.3% | $86,605-7.2% | $75,173+6.9% |
| Participation rate | 87.2% | 63.2%+24.0pp | 71.7%+15.5pp | 67.2%+20.0pp |
| Annual return | 17.55% | 2671.04%-2653.5pp | 591.39%-573.8pp | 160.65%-143.1pp |
| Employer contribution / active EE | $532 | $2,315-77.0% | $3,023-82.4% | $2,670-80.1% |
| Participant deferral / active EE | $4,115 | $3,318+24.0% | $4,438-7.3% | $4,126-0.3% |
| Admin fee / account holder | $396 | $4,112-90.4% | $5,611-92.9% | $5,651-93.0% |