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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 | $47,479+85.3% | $62,929+39.8% | $82,448+6.7% |
| Participation rate | 95.9% | 66.9%+29.0pp | 73.1%+22.8pp | 68.1%+27.9pp |
| Annual return | 14.75% | 20.34%-5.6pp | 1063.93%-1049.2pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,781 | $1,885-5.5% | $2,505-28.9% | $2,551-30.2% |
| Participant deferral / active EE | $2,750 | $2,870-4.2% | $3,888-29.3% | $4,139-33.6% |
| Admin fee / account holder | $2,503 | $3,804-34.2% | $5,065-50.6% | $7,234-65.4% |