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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 | $48,277+33.2% | $67,511-4.8% | $80,874-20.5% |
| Participation rate | 95.7% | 66.4%+29.4pp | 72.9%+22.9pp | 67.6%+28.1pp |
| Annual return | 12.15% | 18.27%-6.1pp | 3517.41%-3505.3pp | 35.62%-23.5pp |
| Employer contribution / active EE | $1,615 | $2,021-20.1% | $2,733-40.9% | $2,756-41.4% |
| Participant deferral / active EE | $3,489 | $2,926+19.2% | $4,000-12.8% | $4,297-18.8% |
| Admin fee / account holder | $7,453 | $3,687+102.1% | $3,999+86.4% | $6,935+7.5% |