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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 | $56,316 | $51,631+9.1% | $129,397-56.5% | $80,925-30.4% |
| Participation rate | 95.3% | 56.9%+38.4pp | 69.6%+25.7pp | 67.7%+27.7pp |
| Annual return | 20.69% | 20.77%-0.1pp | 9453.98%-9433.3pp | 35.65%-15.0pp |
| Employer contribution / active EE | $2,682 | $1,583+69.4% | $4,154-35.4% | $2,756-2.7% |
| Participant deferral / active EE | $4,460 | $2,670+67.1% | $4,167+7.0% | $4,299+3.8% |
| Admin fee / account holder | $2,386 | $4,309-44.6% | $7,679-68.9% | $6,940-65.6% |