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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 | $84,895 | $48,314+75.7% | $67,561+25.7% | $80,925+4.9% |
| Participation rate | 92.2% | 66.4%+25.8pp | 72.9%+19.3pp | 67.7%+24.5pp |
| Annual return | 20.12% | 18.28%+1.8pp | 3525.44%-3505.3pp | 35.65%-15.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,133 | $2,927+109.6% | $4,003+53.2% | $4,299+42.7% |
| Admin fee / account holder | $4,249 | $3,690+15.2% | $4,006+6.1% | $6,940-38.8% |