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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 | $76,866 | $54,380+41.3% | $68,509+12.2% | $59,633+28.9% |
| Participation rate | 93.9% | 70.2%+23.7pp | 74.7%+19.2pp | 68.7%+25.2pp |
| Annual return | 4.73% | 2.83%+1.9pp | 8.27%-3.5pp | 2041.45%-2036.7pp |
| Employer contribution / active EE | $993 | $1,539-35.5% | $2,278-56.4% | $2,203-54.9% |
| Participant deferral / active EE | $4,999 | $2,643+89.1% | $3,382+47.8% | $3,192+56.6% |
| Admin fee / account holder | $6,241 | $3,885+60.6% | $5,275+18.3% | $4,297+45.2% |