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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 | $81,760 | $56,197+45.5% | $67,652+20.9% | $59,633+37.1% |
| Participation rate | 82.9% | 71.5%+11.4pp | 75.7%+7.2pp | 68.7%+14.2pp |
| Annual return | 9.34% | 18508.10%-18498.8pp | 6625.40%-6616.1pp | 2041.45%-2032.1pp |
| Employer contribution / active EE | $1,152 | $1,615-28.7% | $2,266-49.2% | $2,203-47.7% |
| Participant deferral / active EE | $4,607 | $2,844+62.0% | $3,560+29.4% | $3,192+44.3% |
| Admin fee / account holder | $864 | $3,958-78.2% | $4,821-82.1% | $4,297-79.9% |