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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 | $107,733 | $48,337+122.9% | $67,560+59.5% | $80,959+33.1% |
| Participation rate | 90.2% | 66.4%+23.8pp | 72.9%+17.3pp | 67.7%+22.5pp |
| Annual return | 15.19% | 18.26%-3.1pp | 3533.50%-3518.3pp | 35.67%-20.5pp |
| Employer contribution / active EE | $4,102 | $2,023+102.8% | $2,737+49.9% | $2,757+48.8% |
| Participant deferral / active EE | $4,102 | $2,928+40.1% | $4,004+2.4% | $4,300-4.6% |
| Admin fee / account holder | $983 | $3,695-73.4% | $3,994-75.4% | $6,925-85.8% |