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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 | $54,704 | $48,327+13.2% | $67,575-19.0% | $80,935-32.4% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.7%+31.1pp |
| Annual return | 13.93% | 18.31%-4.4pp | 3528.98%-3515.1pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,649 | $2,022+31.0% | $2,736-3.2% | $2,757-3.9% |
| Participant deferral / active EE | $3,134 | $2,927+7.1% | $4,003-21.7% | $4,299-27.1% |
| Admin fee / account holder | $4,166 | $3,692+12.8% | $3,993+4.3% | $6,924-39.8% |