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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 | $74,843 | $47,479+57.6% | $62,929+18.9% | $82,448-9.2% |
| Participation rate | 97.9% | 66.9%+31.0pp | 73.1%+24.8pp | 68.1%+29.8pp |
| Annual return | 14.86% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $10,306 | $1,885+446.6% | $2,505+311.5% | $2,551+304.0% |
| Participant deferral / active EE | $5,771 | $2,870+101.0% | $3,888+48.4% | $4,139+39.4% |
| Admin fee / account holder | $2,102 | $3,804-44.7% | $5,065-58.5% | $7,234-70.9% |