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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 | $48,314+34.9% | $67,561-3.5% | $80,925-19.5% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.7%+29.6pp |
| Annual return | 13.90% | 18.28%-4.4pp | 3525.44%-3511.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,621 | $2,022+29.6% | $2,735-4.2% | $2,756-4.9% |
| Participant deferral / active EE | $1,958 | $2,927-33.1% | $4,003-51.1% | $4,299-54.5% |
| Admin fee / account holder | $2,171 | $3,690-41.2% | $4,006-45.8% | $6,940-68.7% |