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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 | $48,277+25.9% | $67,511-10.0% | $80,874-24.9% |
| Participation rate | 84.8% | 66.4%+18.4pp | 72.9%+11.9pp | 67.6%+17.1pp |
| Annual return | 15.11% | 18.27%-3.2pp | 3517.41%-3502.3pp | 35.62%-20.5pp |
| Employer contribution / active EE | $2,260 | $2,021+11.8% | $2,733-17.3% | $2,756-18.0% |
| Participant deferral / active EE | $5,012 | $2,926+71.3% | $4,000+25.3% | $4,297+16.6% |
| Admin fee / account holder | $7,712 | $3,687+109.2% | $3,999+92.9% | $6,935+11.2% |