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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 | $80,740 | $48,277+67.2% | $67,511+19.6% | $80,874-0.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.6%+28.6pp |
| Annual return | 11.67% | 18.27%-6.6pp | 3517.41%-3505.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,367 | $2,021+66.6% | $2,733+23.2% | $2,756+22.2% |
| Participant deferral / active EE | $5,672 | $2,926+93.8% | $4,000+41.8% | $4,297+32.0% |
| Admin fee / account holder | $14,199 | $3,687+285.1% | $3,999+255.1% | $6,935+104.7% |