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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 | $79,964 | $72,465+10.3% | $67,575+18.3% | $145,884-45.2% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.8pp | 80.3%+14.4pp |
| Annual return | 14.16% | 7222.56%-7208.4pp | 3528.98%-3514.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $885 | $3,074-71.2% | $2,736-67.6% | $4,662-81.0% |
| Participant deferral / active EE | $2,075 | $4,786-56.6% | $4,003-48.2% | $6,690-69.0% |
| Admin fee / account holder | $2,201 | $5,515-60.1% | $3,993-44.9% | $13,392-83.6% |