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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 | $61,534 | $48,337+27.3% | $67,560-8.9% | $80,959-24.0% |
| Participation rate | 91.7% | 66.4%+25.2pp | 72.9%+18.7pp | 67.7%+24.0pp |
| Annual return | 15.54% | 18.26%-2.7pp | 3533.50%-3518.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $3,422 | $2,023+69.2% | $2,737+25.0% | $2,757+24.1% |
| Participant deferral / active EE | $7,324 | $2,928+150.1% | $4,004+82.9% | $4,300+70.3% |
| Admin fee / account holder | $1,468 | $3,695-60.3% | $3,994-63.2% | $6,925-78.8% |