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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 | $74,237 | $80,983-8.3% | $96,544-23.1% | $75,177-1.3% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 2152.67% | 27.05%+2125.6pp | 25.88%+2126.8pp | 160.75%+1991.9pp |
| Employer contribution / active EE | $2,586 | $2,282+13.3% | $2,966-12.8% | $2,671-3.2% |
| Participant deferral / active EE | $4,271 | $3,929+8.7% | $4,851-12.0% | $4,126+3.5% |
| Admin fee / account holder | $13,586 | $6,717+102.3% | $8,254+64.6% | $5,651+140.4% |