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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 | $93,459 | $78,707+18.7% | $117,861-20.7% | $70,126+33.3% |
| Participation rate | 88.7% | 73.2%+15.5pp | 79.7%+9.1pp | 69.5%+19.2pp |
| Annual return | 15.73% | 23.30%-7.6pp | 335.11%-319.4pp | 73.15%-57.4pp |
| Employer contribution / active EE | $767 | $2,223-65.5% | $3,786-79.7% | $2,343-67.2% |
| Participant deferral / active EE | $4,563 | $3,297+38.4% | $4,482+1.8% | $3,332+36.9% |
| Admin fee / account holder | $16,881 | $5,066+233.2% | $8,021+110.5% | $4,645+263.4% |