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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 | $82,637 | $45,152+83.0% | $73,836+11.9% | $59,633+38.6% |
| Participation rate | 98.4% | 64.0%+34.4pp | 73.4%+25.0pp | 68.7%+29.8pp |
| Annual return | 1.59% | 27.40%-25.8pp | 2268.06%-2266.5pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $4,447 | $1,901+133.9% | $2,787+59.5% | $2,203+101.9% |
| Participant deferral / active EE | $8,990 | $2,573+249.4% | $3,583+150.9% | $3,192+181.7% |
| Admin fee / account holder | $5,840 | $3,515+66.2% | $4,882+19.6% | $4,297+35.9% |