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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 | $80,631 | $40,275+100.2% | $57,356+40.6% | $59,633+35.2% |
| Participation rate | 96.3% | 69.1%+27.2pp | 75.1%+21.2pp | 68.7%+27.6pp |
| Annual return | 1.64% | 27.52%-25.9pp | 24.41%-22.8pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $4,893 | $1,921+154.6% | $2,689+82.0% | $2,203+122.1% |
| Participant deferral / active EE | $6,183 | $2,400+157.6% | $3,162+95.6% | $3,192+93.7% |
| Admin fee / account holder | $4,867 | $2,820+72.6% | $3,357+45.0% | $4,297+13.3% |