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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 | $62,946 | $48,337+30.2% | $67,560-6.8% | $80,959-22.2% |
| Participation rate | 97.7% | 66.4%+31.2pp | 72.9%+24.7pp | 67.7%+30.0pp |
| Annual return | 14.84% | 18.26%-3.4pp | 3533.50%-3518.7pp | 35.67%-20.8pp |
| Employer contribution / active EE | $6,559 | $2,023+224.3% | $2,737+139.7% | $2,757+137.9% |
| Participant deferral / active EE | $5,384 | $2,928+83.9% | $4,004+34.5% | $4,300+25.2% |
| Admin fee / account holder | $1,958 | $3,695-47.0% | $3,994-51.0% | $6,925-71.7% |