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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 | $87,311 | $48,314+80.7% | $67,561+29.2% | $80,925+7.9% |
| Participation rate | 82.6% | 66.4%+16.2pp | 72.9%+9.7pp | 67.7%+15.0pp |
| Annual return | 19.07% | 18.28%+0.8pp | 3525.44%-3506.4pp | 35.65%-16.6pp |
| Employer contribution / active EE | $1,045 | $2,022-48.3% | $2,735-61.8% | $2,756-62.1% |
| Participant deferral / active EE | $1,219 | $2,927-58.3% | $4,003-69.5% | $4,299-71.6% |
| Admin fee / account holder | $4,562 | $3,690+23.6% | $4,006+13.9% | $6,940-34.3% |