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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 | $99,918 | $56,197+77.8% | $67,652+47.7% | $59,633+67.6% |
| Participation rate | 89.5% | 71.5%+18.0pp | 75.7%+13.8pp | 68.7%+20.8pp |
| Annual return | 1.41% | 18508.10%-18506.7pp | 6625.40%-6624.0pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,809 | $1,615+12.1% | $2,266-20.1% | $2,203-17.8% |
| Participant deferral / active EE | $4,502 | $2,844+58.3% | $3,560+26.5% | $3,192+41.0% |
| Admin fee / account holder | $10,150 | $3,958+156.5% | $4,821+110.6% | $4,297+136.2% |