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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 | $84,985 | $51,184+66.0% | $66,439+27.9% | $86,983-2.3% |
| Participation rate | 86.5% | 68.5%+18.0pp | 74.5%+12.0pp | 69.5%+16.9pp |
| Annual return | 12.18% | 17.07%-4.9pp | 757.66%-745.5pp | 25.83%-13.6pp |
| Employer contribution / active EE | $14,898 | $2,023+636.5% | $2,637+465.0% | $2,584+476.4% |
| Participant deferral / active EE | $4,762 | $2,927+62.7% | $3,876+22.8% | $4,194+13.5% |
| Admin fee / account holder | $5,867 | $4,154+41.2% | $6,173-5.0% | $7,856-25.3% |