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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 | $78,863 | $53,837+46.5% | $75,714+4.2% | $85,847-8.1% |
| Participation rate | 97.9% | 69.1%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 13.61% | 24.54%-10.9pp | 104.62%-91.0pp | 318.61%-305.0pp |
| Employer contribution / active EE | $3,877 | $2,017+92.2% | $2,744+41.3% | $2,565+51.1% |
| Participant deferral / active EE | $2,841 | $2,895-1.9% | $3,820-25.6% | $3,952-28.1% |
| Admin fee / account holder | $4,969 | $3,339+48.8% | $3,619+37.3% | $6,261-20.6% |