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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 | $48,314+30.3% | $67,561-6.8% | $80,925-22.2% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.7%+30.0pp |
| Annual return | 14.84% | 18.28%-3.4pp | 3525.44%-3510.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $6,559 | $2,022+224.4% | $2,735+139.9% | $2,756+138.0% |
| Participant deferral / active EE | $5,384 | $2,927+84.0% | $4,003+34.5% | $4,299+25.3% |
| Admin fee / account holder | $1,958 | $3,690-46.9% | $4,006-51.1% | $6,940-71.8% |