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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 | $76,418 | $48,337+58.1% | $67,560+13.1% | $80,959-5.6% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.7%+24.3pp |
| Annual return | 18.38% | 18.26%+0.1pp | 3533.50%-3515.1pp | 35.67%-17.3pp |
| Employer contribution / active EE | $4,802 | $2,023+137.4% | $2,737+75.4% | $2,757+74.1% |
| Participant deferral / active EE | $19,051 | $2,928+550.6% | $4,004+375.8% | $4,300+343.0% |
| Admin fee / account holder | $1,737 | $3,695-53.0% | $3,994-56.5% | $6,925-74.9% |