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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 | $60,777 | $48,327+25.8% | $67,575-10.1% | $80,935-24.9% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.7%+17.1pp |
| Annual return | 15.11% | 18.31%-3.2pp | 3528.98%-3513.9pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,260 | $2,022+11.8% | $2,736-17.4% | $2,757-18.0% |
| Participant deferral / active EE | $5,012 | $2,927+71.2% | $4,003+25.2% | $4,299+16.6% |
| Admin fee / account holder | $7,712 | $3,692+108.9% | $3,993+93.2% | $6,924+11.4% |