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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 | $77,170 | $48,327+59.7% | $67,575+14.2% | $80,935-4.7% |
| Participation rate | 92.6% | 66.4%+26.2pp | 72.9%+19.7pp | 67.7%+24.9pp |
| Annual return | 12.27% | 18.31%-6.0pp | 3528.98%-3516.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $5,837 | $2,022+188.6% | $2,736+113.4% | $2,757+111.7% |
| Participant deferral / active EE | $5,655 | $2,927+93.2% | $4,003+41.3% | $4,299+31.5% |
| Admin fee / account holder | $13,980 | $3,692+278.6% | $3,993+250.1% | $6,924+101.9% |