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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 | $88,572 | $57,330+54.5% | $86,656+2.2% | $75,177+17.8% |
| Participation rate | 95.2% | 63.2%+32.0pp | 71.7%+23.5pp | 67.2%+28.0pp |
| Annual return | 15.26% | 2675.40%-2660.1pp | 593.09%-577.8pp | 160.75%-145.5pp |
| Employer contribution / active EE | $1,381 | $2,316-40.4% | $3,025-54.4% | $2,671-48.3% |
| Participant deferral / active EE | $2,504 | $3,320-24.6% | $4,439-43.6% | $4,126-39.3% |
| Admin fee / account holder | $5,340 | $4,115+29.8% | $5,619-5.0% | $5,651-5.5% |