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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 | $61,017 | $48,314+26.3% | $67,561-9.7% | $80,925-24.6% |
| Participation rate | 87.5% | 66.4%+21.1pp | 72.9%+14.6pp | 67.7%+19.8pp |
| Annual return | 16.84% | 18.28%-1.4pp | 3525.44%-3508.6pp | 35.65%-18.8pp |
| Employer contribution / active EE | $2,452 | $2,022+21.3% | $2,735-10.3% | $2,756-11.0% |
| Participant deferral / active EE | $7,316 | $2,927+150.0% | $4,003+82.8% | $4,299+70.2% |
| Admin fee / account holder | $2,182 | $3,690-40.9% | $4,006-45.5% | $6,940-68.6% |