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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 | $85,689 | $48,314+77.4% | $67,561+26.8% | $80,925+5.9% |
| Participation rate | 96.6% | 66.4%+30.2pp | 72.9%+23.6pp | 67.7%+28.9pp |
| Annual return | 15.07% | 18.28%-3.2pp | 3525.44%-3510.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $5,390 | $2,022+166.6% | $2,735+97.1% | $2,756+95.6% |
| Participant deferral / active EE | $5,276 | $2,927+80.3% | $4,003+31.8% | $4,299+22.7% |
| Admin fee / account holder | $2,640 | $3,690-28.4% | $4,006-34.1% | $6,940-62.0% |