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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 | $48,327+27.3% | $67,575-8.9% | $80,935-24.0% |
| Participation rate | 91.7% | 66.4%+25.3pp | 72.9%+18.8pp | 67.7%+24.0pp |
| Annual return | 15.54% | 18.31%-2.8pp | 3528.98%-3513.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $3,422 | $2,022+69.2% | $2,736+25.1% | $2,757+24.1% |
| Participant deferral / active EE | $7,324 | $2,927+150.2% | $4,003+83.0% | $4,299+70.4% |
| Admin fee / account holder | $1,468 | $3,692-60.2% | $3,993-63.2% | $6,924-78.8% |