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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 | $98,750 | $95,453+3.5% | $112,040-11.9% | $82,448+19.8% |
| Participation rate | 88.9% | 72.8%+16.1pp | 76.5%+12.4pp | 68.1%+20.8pp |
| Annual return | 1078.60% | 23.92%+1054.7pp | 24.52%+1054.1pp | 41.64%+1037.0pp |
| Employer contribution / active EE | $2,220 | $2,318-4.2% | $2,954-24.8% | $2,551-13.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,681 | $9,013-81.3% | $12,098-86.1% | $7,234-76.8% |