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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 | $77,634 | $45,152+71.9% | $73,835+5.1% | $59,633+30.2% |
| Participation rate | 86.4% | 64.0%+22.3pp | 73.4%+12.9pp | 68.7%+17.7pp |
| Annual return | 0.73% | 27.40%-26.7pp | 2268.13%-2267.4pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $6,414 | $1,901+237.3% | $2,788+130.1% | $2,203+191.2% |
| Participant deferral / active EE | $2,900 | $2,573+12.7% | $3,583-19.1% | $3,192-9.1% |
| Admin fee / account holder | $5,694 | $3,515+62.0% | $4,880+16.7% | $4,297+32.5% |