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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 | $48,314+78.2% | $67,561+27.5% | $80,925+6.4% |
| Participation rate | 86.7% | 66.4%+20.3pp | 72.9%+13.8pp | 67.7%+19.0pp |
| Annual return | 12.41% | 18.28%-5.9pp | 3525.44%-3513.0pp | 35.65%-23.2pp |
| Employer contribution / active EE | $4,270 | $2,022+111.2% | $2,735+56.2% | $2,756+54.9% |
| Participant deferral / active EE | $5,960 | $2,927+103.6% | $4,003+48.9% | $4,299+38.6% |
| Admin fee / account holder | $2,762 | $3,690-25.1% | $4,006-31.0% | $6,940-60.2% |