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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 | $66,804 | $51,638+29.4% | $129,406-48.4% | $80,959-17.5% |
| Participation rate | 83.6% | 56.9%+26.7pp | 69.6%+14.0pp | 67.7%+15.9pp |
| Annual return | 15.23% | 20.78%-5.6pp | 9468.18%-9453.0pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,488 | $1,584-6.0% | $4,155-64.2% | $2,757-46.0% |
| Participant deferral / active EE | $4,709 | $2,670+76.4% | $4,167+13.0% | $4,300+9.5% |
| Admin fee / account holder | $2,625 | $4,313-39.1% | $7,689-65.9% | $6,925-62.1% |