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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 | $71,473 | $48,337+47.9% | $67,560+5.8% | $80,959-11.7% |
| Participation rate | 96.4% | 66.4%+30.0pp | 72.9%+23.5pp | 67.7%+28.8pp |
| Annual return | 14.21% | 18.26%-4.1pp | 3533.50%-3519.3pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,331 | $2,023-34.2% | $2,737-51.4% | $2,757-51.7% |
| Participant deferral / active EE | $2,256 | $2,928-23.0% | $4,004-43.7% | $4,300-47.5% |
| Admin fee / account holder | $3,222 | $3,695-12.8% | $3,994-19.3% | $6,925-53.5% |