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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 | $87,804 | $55,457+58.3% | $77,361+13.5% | $94,015-6.6% |
| Participation rate | 84.1% | 69.8%+14.3pp | 75.0%+9.2pp | 70.8%+13.3pp |
| Annual return | 14.52% | 15.57%-1.1pp | 1011.54%-997.0pp | 17.84%-3.3pp |
| Employer contribution / active EE | $3,881 | $2,255+72.1% | $2,990+29.8% | $2,790+39.1% |
| Participant deferral / active EE | $6,964 | $3,069+126.9% | $3,911+78.1% | $4,249+63.9% |
| Admin fee / account holder | $1,328 | $4,334-69.4% | $5,894-77.5% | $8,951-85.2% |