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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 | $66,400 | $48,337+37.4% | $67,560-1.7% | $80,959-18.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.41% | 18.26%-3.8pp | 3533.50%-3519.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,894 | $2,023-6.4% | $2,737-30.8% | $2,757-31.3% |
| Participant deferral / active EE | $2,883 | $2,928-1.6% | $4,004-28.0% | $4,300-33.0% |
| Admin fee / account holder | $4,667 | $3,695+26.3% | $3,994+16.9% | $6,925-32.6% |