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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 | $48,314+54.4% | $67,561+10.4% | $80,925-7.8% |
| Participation rate | 93.3% | 66.4%+26.9pp | 72.9%+20.4pp | 67.7%+25.7pp |
| Annual return | 14.51% | 18.28%-3.8pp | 3525.44%-3510.9pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,019 | $2,022-0.1% | $2,735-26.2% | $2,756-26.8% |
| Participant deferral / active EE | $5,036 | $2,927+72.1% | $4,003+25.8% | $4,299+17.1% |
| Admin fee / account holder | $4,975 | $3,690+34.8% | $4,006+24.2% | $6,940-28.3% |