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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 | $78,639 | $48,337+62.7% | $67,560+16.4% | $80,959-2.9% |
| Participation rate | 97.1% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.4pp |
| Annual return | 13.37% | 18.26%-4.9pp | 3533.50%-3520.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,095 | $2,023-45.9% | $2,737-60.0% | $2,757-60.3% |
| Participant deferral / active EE | $3,968 | $2,928+35.5% | $4,004-0.9% | $4,300-7.7% |
| Admin fee / account holder | $9,769 | $3,695+164.3% | $3,994+144.6% | $6,925+41.1% |