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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 | $48,327+33.0% | $67,575-4.9% | $80,935-20.6% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.8pp | 67.7%+28.1pp |
| Annual return | 12.15% | 18.31%-6.2pp | 3528.98%-3516.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $1,615 | $2,022-20.2% | $2,736-41.0% | $2,757-41.4% |
| Participant deferral / active EE | $3,489 | $2,927+19.2% | $4,003-12.9% | $4,299-18.9% |
| Admin fee / account holder | $7,453 | $3,692+101.9% | $3,993+86.7% | $6,924+7.6% |