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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 | $48,277+13.3% | $67,511-19.0% | $80,874-32.4% |
| Participation rate | 98.8% | 66.4%+32.4pp | 72.9%+25.9pp | 67.6%+31.2pp |
| Annual return | 13.93% | 18.27%-4.3pp | 3517.41%-3503.5pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,649 | $2,021+31.0% | $2,733-3.1% | $2,756-3.9% |
| Participant deferral / active EE | $3,134 | $2,926+7.1% | $4,000-21.6% | $4,297-27.1% |
| Admin fee / account holder | $4,166 | $3,687+13.0% | $3,999+4.2% | $6,935-39.9% |