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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 | $48,314+47.9% | $67,561+5.8% | $80,925-11.7% |
| Participation rate | 96.4% | 66.4%+30.0pp | 72.9%+23.5pp | 67.7%+28.8pp |
| Annual return | 14.21% | 18.28%-4.1pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $1,331 | $2,022-34.2% | $2,735-51.3% | $2,756-51.7% |
| Participant deferral / active EE | $2,256 | $2,927-22.9% | $4,003-43.7% | $4,299-47.5% |
| Admin fee / account holder | $3,222 | $3,690-12.7% | $4,006-19.6% | $6,940-53.6% |