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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 | $48,314+67.1% | $67,561+19.5% | $80,925-0.2% |
| Participation rate | 96.3% | 66.4%+29.9pp | 72.9%+23.4pp | 67.7%+28.6pp |
| Annual return | 11.67% | 18.28%-6.6pp | 3525.44%-3513.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $3,367 | $2,022+66.6% | $2,735+23.1% | $2,756+22.2% |
| Participant deferral / active EE | $5,672 | $2,927+93.8% | $4,003+41.7% | $4,299+32.0% |
| Admin fee / account holder | $14,199 | $3,690+284.8% | $4,006+254.5% | $6,940+104.6% |