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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 | $59,654 | $48,284+23.5% | $67,524-11.7% | $80,911-26.3% |
| Participation rate | 95.2% | 66.4%+28.8pp | 72.9%+22.3pp | 67.6%+27.6pp |
| Annual return | 14.32% | 18.27%-4.0pp | 3519.41%-3505.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $2,970 | $2,021+46.9% | $2,734+8.6% | $2,756+7.8% |
| Participant deferral / active EE | $7,283 | $2,927+148.9% | $4,001+82.0% | $4,297+69.5% |
| Admin fee / account holder | $2,664 | $3,688-27.8% | $4,001-33.4% | $6,935-61.6% |