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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 | $48,337+27.2% | $67,560-9.0% | $80,959-24.0% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.7%+29.6pp |
| Annual return | 16.11% | 18.26%-2.2pp | 3533.50%-3517.4pp | 35.67%-19.6pp |
| Employer contribution / active EE | $2,244 | $2,023+10.9% | $2,737-18.0% | $2,757-18.6% |
| Participant deferral / active EE | $4,035 | $2,928+37.8% | $4,004+0.8% | $4,300-6.2% |
| Admin fee / account holder | $2,754 | $3,695-25.5% | $3,994-31.0% | $6,925-60.2% |