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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 | $84,600 | $48,337+75.0% | $67,560+25.2% | $80,959+4.5% |
| Participation rate | 81.6% | 66.4%+15.1pp | 72.9%+8.6pp | 67.7%+13.9pp |
| Annual return | 12.64% | 18.26%-5.6pp | 3533.50%-3520.9pp | 35.67%-23.0pp |
| Employer contribution / active EE | $4,408 | $2,023+118.0% | $2,737+61.1% | $2,757+59.9% |
| Participant deferral / active EE | $2,929 | $2,9280% | $4,004-26.8% | $4,300-31.9% |
| Admin fee / account holder | $10,307 | $3,695+178.9% | $3,994+158.1% | $6,925+48.8% |