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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 | $48,314+58.2% | $67,561+13.1% | $80,925-5.6% |
| Participation rate | 92.0% | 66.4%+25.6pp | 72.9%+19.1pp | 67.7%+24.3pp |
| Annual return | 18.38% | 18.28%+0.1pp | 3525.44%-3507.1pp | 35.65%-17.3pp |
| Employer contribution / active EE | $4,802 | $2,022+137.5% | $2,735+75.6% | $2,756+74.2% |
| Participant deferral / active EE | $19,051 | $2,927+550.9% | $4,003+375.9% | $4,299+343.2% |
| Admin fee / account holder | $1,737 | $3,690-52.9% | $4,006-56.6% | $6,940-75.0% |