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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 | $64,975 | $50,554+28.5% | $67,681-4.0% | $87,485-25.7% |
| Participation rate | 92.6% | 67.7%+24.9pp | 73.7%+18.9pp | 68.9%+23.7pp |
| Annual return | 14.73% | 17.81%-3.1pp | 590.58%-575.9pp | 26.06%-11.3pp |
| Employer contribution / active EE | $3,062 | $1,988+54.0% | $2,678+14.3% | $2,596+18.0% |
| Participant deferral / active EE | $3,062 | $2,961+3.4% | $3,976-23.0% | $4,274-28.3% |
| Admin fee / account holder | $758 | $4,132-81.6% | $6,100-87.6% | $7,775-90.2% |