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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 | $84,292 | $48,327+74.4% | $67,575+24.7% | $80,935+4.1% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.7%+28.6pp |
| Annual return | 12.29% | 18.31%-6.0pp | 3528.98%-3516.7pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,913 | $2,022-5.4% | $2,736-30.1% | $2,757-30.6% |
| Participant deferral / active EE | $3,033 | $2,927+3.6% | $4,003-24.2% | $4,299-29.5% |
| Admin fee / account holder | $4,982 | $3,692+34.9% | $3,993+24.8% | $6,924-28.1% |