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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 | $81,091 | $45,152+79.6% | $73,835+9.8% | $59,633+36.0% |
| Participation rate | 88.9% | 64.0%+24.9pp | 73.4%+15.4pp | 68.7%+20.2pp |
| Annual return | 2.57% | 27.40%-24.8pp | 2268.13%-2265.6pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $2,778 | $1,901+46.1% | $2,788-0.3% | $2,203+26.1% |
| Participant deferral / active EE | $3,946 | $2,573+53.4% | $3,583+10.1% | $3,192+23.6% |
| Admin fee / account holder | $2,402 | $3,515-31.7% | $4,880-50.8% | $4,297-44.1% |