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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 | $60,807 | $48,327+25.8% | $67,575-10.0% | $80,935-24.9% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.7%+29.1pp |
| Annual return | 12.51% | 18.31%-5.8pp | 3528.98%-3516.5pp | 35.66%-23.1pp |
| Employer contribution / active EE | $2,569 | $2,022+27.1% | $2,736-6.1% | $2,757-6.8% |
| Participant deferral / active EE | $4,896 | $2,927+67.2% | $4,003+22.3% | $4,299+13.9% |
| Admin fee / account holder | $3,536 | $3,692-4.2% | $3,993-11.4% | $6,924-48.9% |