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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 | $72,552 | $29,716+144.2% | $56,077+29.4% | $80,925-10.3% |
| Participation rate | 88.5% | 41.7%+46.8pp | 52.5%+36.0pp | 67.7%+20.8pp |
| Annual return | 15.19% | 35.30%-20.1pp | 1709.28%-1694.1pp | 35.65%-20.5pp |
| Employer contribution / active EE | $3,141 | $671+368.1% | $1,040+201.9% | $2,756+14.0% |
| Participant deferral / active EE | $4,998 | $1,228+306.8% | $1,954+155.8% | $4,299+16.3% |
| Admin fee / account holder | $1,331 | $2,432-45.3% | $2,825-52.9% | $6,940-80.8% |