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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 | $48,277+77.5% | $67,511+26.9% | $80,874+6.0% |
| Participation rate | 96.6% | 66.4%+30.2pp | 72.9%+23.7pp | 67.6%+28.9pp |
| Annual return | 15.07% | 18.27%-3.2pp | 3517.41%-3502.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $5,390 | $2,021+166.7% | $2,733+97.3% | $2,756+95.6% |
| Participant deferral / active EE | $5,276 | $2,926+80.3% | $4,000+31.9% | $4,297+22.8% |
| Admin fee / account holder | $2,640 | $3,687-28.4% | $3,999-34.0% | $6,935-61.9% |