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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 | $66,985 | $47,479+41.1% | $62,929+6.4% | $82,448-18.8% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 12.99% | 20.34%-7.4pp | 1063.93%-1050.9pp | 41.64%-28.7pp |
| Employer contribution / active EE | $3,209 | $1,885+70.2% | $2,505+28.1% | $2,551+25.8% |
| Participant deferral / active EE | $5,147 | $2,870+79.3% | $3,888+32.4% | $4,139+24.3% |
| Admin fee / account holder | $355 | $3,804-90.7% | $5,065-93.0% | $7,234-95.1% |