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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 | $85,483 | $55,889+53.0% | $76,119+12.3% | $80,935+5.6% |
| Participation rate | 96.6% | 62.1%+34.5pp | 69.1%+27.5pp | 67.7%+28.9pp |
| Annual return | 12.16% | 20.58%-8.4pp | 361.25%-349.1pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,420 | $1,866+29.7% | $2,693-10.1% | $2,757-12.2% |
| Participant deferral / active EE | $5,671 | $3,051+85.9% | $4,259+33.1% | $4,299+31.9% |
| Admin fee / account holder | $2,646 | $5,241-49.5% | $6,421-58.8% | $6,924-61.8% |