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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 | $77,651 | $47,479+63.5% | $62,929+23.4% | $82,448-5.8% |
| Participation rate | 98.5% | 66.9%+31.6pp | 73.1%+25.3pp | 68.1%+30.4pp |
| Annual return | 13.67% | 20.34%-6.7pp | 1063.93%-1050.3pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,333 | $1,885+23.7% | $2,505-6.9% | $2,551-8.5% |
| Participant deferral / active EE | $4,892 | $2,870+70.4% | $3,888+25.8% | $4,139+18.2% |
| Admin fee / account holder | $5,816 | $3,804+52.9% | $5,065+14.8% | $7,234-19.6% |