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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 | $87,965 | $51,184+71.9% | $66,439+32.4% | $86,983+1.1% |
| Participation rate | 95.9% | 68.5%+27.4pp | 74.5%+21.4pp | 69.5%+26.4pp |
| Annual return | 14.75% | 17.07%-2.3pp | 757.66%-742.9pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,781 | $2,023-11.9% | $2,637-32.4% | $2,584-31.1% |
| Participant deferral / active EE | $2,750 | $2,927-6.1% | $3,876-29.1% | $4,194-34.4% |
| Admin fee / account holder | $2,503 | $4,154-39.7% | $6,173-59.5% | $7,856-68.1% |