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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 | $74,603 | $48,337+54.3% | $67,560+10.4% | $80,959-7.9% |
| Participation rate | 93.3% | 66.4%+26.9pp | 72.9%+20.4pp | 67.7%+25.7pp |
| Annual return | 14.51% | 18.26%-3.8pp | 3533.50%-3519.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $2,019 | $2,023-0.2% | $2,737-26.2% | $2,757-26.8% |
| Participant deferral / active EE | $5,036 | $2,928+72.0% | $4,004+25.8% | $4,300+17.1% |
| Admin fee / account holder | $4,975 | $3,695+34.6% | $3,994+24.6% | $6,925-28.2% |