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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 | $81,143 | $47,479+70.9% | $62,929+28.9% | $82,448-1.6% |
| Participation rate | 98.4% | 66.9%+31.5pp | 73.1%+25.3pp | 68.1%+30.3pp |
| Annual return | 15.15% | 20.34%-5.2pp | 1063.93%-1048.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $3,979 | $1,885+111.0% | $2,505+58.9% | $2,551+56.0% |
| Participant deferral / active EE | $5,459 | $2,870+90.2% | $3,888+40.4% | $4,139+31.9% |
| Admin fee / account holder | $7,950 | $3,804+109.0% | $5,065+57.0% | $7,234+9.9% |