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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 | $48,337+88.8% | $67,560+35.1% | $80,959+12.7% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.7%+26.3pp |
| Annual return | 12.79% | 18.26%-5.5pp | 3533.50%-3520.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $981 | $2,023-51.5% | $2,737-64.2% | $2,757-64.4% |
| Participant deferral / active EE | $2,100 | $2,928-28.3% | $4,004-47.5% | $4,300-51.2% |
| Admin fee / account holder | $17,609 | $3,695+376.5% | $3,994+340.9% | $6,925+154.3% |