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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 | $79,694 | $47,479+67.9% | $62,929+26.6% | $82,448-3.3% |
| Participation rate | 93.9% | 66.9%+27.0pp | 73.1%+20.8pp | 68.1%+25.8pp |
| Annual return | 14.92% | 20.34%-5.4pp | 1063.93%-1049.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $7,424 | $1,885+293.8% | $2,505+196.4% | $2,551+191.0% |
| Participant deferral / active EE | $6,219 | $2,870+116.6% | $3,888+59.9% | $4,139+50.2% |
| Admin fee / account holder | $4,173 | $3,804+9.7% | $5,065-17.6% | $7,234-42.3% |