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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 | $50,554+48.0% | $67,681+10.6% | $87,485-14.4% |
| Participation rate | 97.9% | 67.7%+30.2pp | 73.7%+24.1pp | 68.9%+28.9pp |
| Annual return | 14.86% | 17.81%-3.0pp | 590.58%-575.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $10,306 | $1,988+418.3% | $2,678+284.8% | $2,596+297.0% |
| Participant deferral / active EE | $5,771 | $2,961+94.9% | $3,976+45.2% | $4,274+35.0% |
| Admin fee / account holder | $2,102 | $4,132-49.1% | $6,100-65.5% | $7,775-73.0% |