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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 | $89,293 | $47,479+88.1% | $62,929+41.9% | $82,448+8.3% |
| Participation rate | 97.0% | 66.9%+30.1pp | 73.1%+23.9pp | 68.1%+28.9pp |
| Annual return | 14.84% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,130 | $1,885-40.1% | $2,505-54.9% | $2,551-55.7% |
| Participant deferral / active EE | $4,709 | $2,870+64.1% | $3,888+21.1% | $4,139+13.8% |
| Admin fee / account holder | $7,176 | $3,804+88.7% | $5,065+41.7% | $7,234-0.8% |