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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 | $90,674 | $58,258+55.6% | $81,820+10.8% | $80,925+12.0% |
| Participation rate | 94.1% | 63.5%+30.7pp | 72.4%+21.7pp | 67.7%+26.5pp |
| Annual return | 13.93% | 41.76%-27.8pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,630 | $2,345+12.1% | $2,915-9.8% | $2,756-4.6% |
| Participant deferral / active EE | $6,088 | $3,284+85.4% | $4,323+40.8% | $4,299+41.6% |
| Admin fee / account holder | $1,490 | $4,976-70.1% | $7,391-79.8% | $6,940-78.5% |