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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 | $50,554+60.5% | $67,681+19.9% | $87,485-7.2% |
| Participation rate | 98.4% | 67.7%+30.7pp | 73.7%+24.7pp | 68.9%+29.5pp |
| Annual return | 15.15% | 17.81%-2.7pp | 590.58%-575.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $3,979 | $1,988+100.1% | $2,678+48.5% | $2,596+53.2% |
| Participant deferral / active EE | $5,459 | $2,961+84.3% | $3,976+37.3% | $4,274+27.7% |
| Admin fee / account holder | $7,950 | $4,132+92.4% | $6,100+30.3% | $7,775+2.3% |