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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 | $64,281 | $48,284+33.1% | $67,524-4.8% | $80,911-20.6% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.6%+28.1pp |
| Annual return | 12.15% | 18.27%-6.1pp | 3519.41%-3507.3pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,615 | $2,021-20.1% | $2,734-40.9% | $2,756-41.4% |
| Participant deferral / active EE | $3,489 | $2,927+19.2% | $4,001-12.8% | $4,297-18.8% |
| Admin fee / account holder | $7,453 | $3,688+102.1% | $4,001+86.3% | $6,935+7.5% |