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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 | $96,342 | $48,327+99.4% | $67,575+42.6% | $80,935+19.0% |
| Participation rate | 95.3% | 66.4%+28.9pp | 72.9%+22.4pp | 67.7%+27.7pp |
| Annual return | 18.06% | 18.31%-0.2pp | 3528.98%-3510.9pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,773 | $2,022-12.3% | $2,736-35.2% | $2,757-35.7% |
| Participant deferral / active EE | $2,915 | $2,927-0.4% | $4,003-27.2% | $4,299-32.2% |
| Admin fee / account holder | $2,779 | $3,692-24.7% | $3,993-30.4% | $6,924-59.9% |