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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 | $61,948 | $55,453+11.7% | $170,435-63.7% | $62,293-0.6% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 19.30% | 21.38%-2.1pp | 205.94%-186.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $3,255 | $2,164+50.5% | $5,432-40.1% | $2,042+59.4% |
| Participant deferral / active EE | $2,825 | $2,303+22.7% | $4,939-42.8% | $3,169-10.9% |
| Admin fee / account holder | $453 | $455-0.4% | $13,881-96.7% | $479-5.4% |