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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 | $29,736+144.0% | $56,033+29.5% | $80,935-10.4% |
| Participation rate | 88.5% | 41.7%+46.8pp | 52.5%+36.0pp | 67.7%+20.8pp |
| Annual return | 15.19% | 35.28%-20.1pp | 1711.38%-1696.2pp | 35.66%-20.5pp |
| Employer contribution / active EE | $3,141 | $671+367.8% | $1,041+201.8% | $2,757+13.9% |
| Participant deferral / active EE | $4,998 | $1,228+306.9% | $1,954+155.8% | $4,299+16.2% |
| Admin fee / account holder | $1,331 | $2,434-45.3% | $2,827-52.9% | $6,924-80.8% |