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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 | $86,109 | $48,277+78.4% | $67,511+27.5% | $80,874+6.5% |
| Participation rate | 86.7% | 66.4%+20.3pp | 72.9%+13.8pp | 67.6%+19.0pp |
| Annual return | 12.41% | 18.27%-5.9pp | 3517.41%-3505.0pp | 35.62%-23.2pp |
| Employer contribution / active EE | $4,270 | $2,021+111.3% | $2,733+56.3% | $2,756+55.0% |
| Participant deferral / active EE | $5,960 | $2,926+103.7% | $4,000+49.0% | $4,297+38.7% |
| Admin fee / account holder | $2,762 | $3,687-25.1% | $3,999-30.9% | $6,935-60.2% |