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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 | $70,006 | $59,116+18.4% | $86,438-19.0% | $68,486+2.2% |
| Participation rate | 88.9% | 75.2%+13.7pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | 27.44% | -0.23%+27.7pp | 4397.19%-4369.8pp | -7.85%+35.3pp |
| Employer contribution / active EE | $3,145 | $2,519+24.9% | $3,769-16.6% | $2,597+21.1% |
| Participant deferral / active EE | $3,489 | $5,902-40.9% | $6,952-49.8% | $4,028-13.4% |
| Admin fee / account holder | $1,446 | $5,639-74.3% | $6,733-78.5% | $5,404-73.2% |