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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 | $48,327+62.7% | $67,575+16.4% | $80,935-2.8% |
| Participation rate | 97.1% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.4pp |
| Annual return | 13.37% | 18.31%-4.9pp | 3528.98%-3515.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,095 | $2,022-45.9% | $2,736-60.0% | $2,757-60.3% |
| Participant deferral / active EE | $3,968 | $2,927+35.6% | $4,003-0.9% | $4,299-7.7% |
| Admin fee / account holder | $9,769 | $3,692+164.6% | $3,993+144.7% | $6,924+41.1% |