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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 | $80,734 | $29,733+171.5% | $56,025+44.1% | $80,959-0.3% |
| Participation rate | 98.5% | 41.7%+56.8pp | 52.5%+46.0pp | 67.7%+30.8pp |
| Annual return | 12.24% | 35.28%-23.0pp | 1712.69%-1700.4pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,718 | $672+304.6% | $1,042+161.0% | $2,757-1.4% |
| Participant deferral / active EE | $7,336 | $1,229+496.7% | $1,955+275.4% | $4,300+70.6% |
| Admin fee / account holder | $2,698 | $2,434+10.9% | $2,828-4.6% | $6,925-61.0% |