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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 | $130,779 | $47,479+175.4% | $62,929+107.8% | $82,448+58.6% |
| Participation rate | 93.2% | 66.9%+26.3pp | 73.1%+20.1pp | 68.1%+25.1pp |
| Annual return | 14.14% | 20.34%-6.2pp | 1063.93%-1049.8pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,942 | $1,885+3.0% | $2,505-22.4% | $2,551-23.9% |
| Participant deferral / active EE | $5,493 | $2,870+91.4% | $3,888+41.3% | $4,139+32.7% |
| Admin fee / account holder | $4,396 | $3,804+15.6% | $5,065-13.2% | $7,234-39.2% |