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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 | $48,337+78.1% | $67,560+27.5% | $80,959+6.4% |
| Participation rate | 86.7% | 66.4%+20.2pp | 72.9%+13.7pp | 67.7%+19.0pp |
| Annual return | 12.41% | 18.26%-5.9pp | 3533.50%-3521.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,270 | $2,023+111.1% | $2,737+56.0% | $2,757+54.9% |
| Participant deferral / active EE | $5,960 | $2,928+103.5% | $4,004+48.8% | $4,300+38.6% |
| Admin fee / account holder | $2,762 | $3,695-25.3% | $3,994-30.8% | $6,925-60.1% |