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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 | $67,692 | $47,479+42.6% | $62,929+7.6% | $82,448-17.9% |
| Participation rate | 98.2% | 66.9%+31.4pp | 73.1%+25.1pp | 68.1%+30.2pp |
| Annual return | 17.85% | 20.34%-2.5pp | 1063.93%-1046.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,139 | $1,885+66.5% | $2,505+25.3% | $2,551+23.1% |
| Participant deferral / active EE | $4,750 | $2,870+65.5% | $3,888+22.2% | $4,139+14.8% |
| Admin fee / account holder | $5,578 | $3,804+46.6% | $5,065+10.1% | $7,234-22.9% |