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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 | $65,183 | $48,277+35.0% | $67,511-3.4% | $80,874-19.4% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.6%+29.7pp |
| Annual return | 13.90% | 18.27%-4.4pp | 3517.41%-3503.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,621 | $2,021+29.7% | $2,733-4.1% | $2,756-4.9% |
| Participant deferral / active EE | $1,958 | $2,926-33.1% | $4,000-51.1% | $4,297-54.4% |
| Admin fee / account holder | $2,171 | $3,687-41.1% | $3,999-45.7% | $6,935-68.7% |