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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 | $48,314+27.3% | $67,561-9.0% | $80,925-24.0% |
| Participation rate | 97.3% | 66.4%+30.9pp | 72.9%+24.4pp | 67.7%+29.6pp |
| Annual return | 16.11% | 18.28%-2.2pp | 3525.44%-3509.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,244 | $2,022+11.0% | $2,735-18.0% | $2,756-18.6% |
| Participant deferral / active EE | $4,035 | $2,927+37.9% | $4,003+0.8% | $4,299-6.1% |
| Admin fee / account holder | $2,754 | $3,690-25.4% | $4,006-31.2% | $6,940-60.3% |