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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 | $61,491 | $48,277+27.4% | $67,511-8.9% | $80,874-24.0% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.6%+29.7pp |
| Annual return | 16.11% | 18.27%-2.2pp | 3517.41%-3501.3pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,244 | $2,021+11.0% | $2,733-17.9% | $2,756-18.6% |
| Participant deferral / active EE | $4,035 | $2,926+37.9% | $4,000+0.9% | $4,297-6.1% |
| Admin fee / account holder | $2,754 | $3,687-25.3% | $3,999-31.1% | $6,935-60.3% |