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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 | $91,278 | $48,314+88.9% | $67,561+35.1% | $80,925+12.8% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.7%+26.3pp |
| Annual return | 12.79% | 18.28%-5.5pp | 3525.44%-3512.7pp | 35.65%-22.9pp |
| Employer contribution / active EE | $981 | $2,022-51.5% | $2,735-64.1% | $2,756-64.4% |
| Participant deferral / active EE | $2,100 | $2,927-28.2% | $4,003-47.5% | $4,299-51.1% |
| Admin fee / account holder | $17,609 | $3,690+377.3% | $4,006+339.6% | $6,940+153.7% |