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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 | $84,115 | $45,152+86.3% | $73,845+13.9% | $59,632+41.1% |
| Participation rate | 97.3% | 64.0%+33.3pp | 73.4%+23.9pp | 68.7%+28.6pp |
| Annual return | 0.84% | 27.40%-26.6pp | 2267.91%-2267.1pp | 2041.32%-2040.5pp |
| Employer contribution / active EE | $3,860 | $1,902+103.0% | $2,788+38.5% | $2,203+75.2% |
| Participant deferral / active EE | $5,192 | $2,574+101.7% | $3,583+44.9% | $3,192+62.7% |
| Admin fee / account holder | $19,154 | $3,516+444.7% | $4,881+292.5% | $4,297+345.7% |