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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 | $97,012 | $45,152+114.9% | $73,836+31.4% | $59,633+62.7% |
| Participation rate | 88.6% | 64.0%+24.6pp | 73.4%+15.1pp | 68.7%+19.9pp |
| Annual return | 3.36% | 27.40%-24.0pp | 2268.06%-2264.7pp | 2041.45%-2038.1pp |
| Employer contribution / active EE | $2,542 | $1,901+33.7% | $2,787-8.8% | $2,203+15.4% |
| Participant deferral / active EE | $4,693 | $2,573+82.4% | $3,583+31.0% | $3,192+47.1% |
| Admin fee / account holder | $15,655 | $3,515+345.4% | $4,882+220.7% | $4,297+264.3% |