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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 | $67,997 | $48,337+40.7% | $67,560+0.6% | $80,959-16.0% |
| Participation rate | 90.6% | 66.4%+24.2pp | 72.9%+17.7pp | 67.7%+22.9pp |
| Annual return | 14.02% | 18.26%-4.2pp | 3533.50%-3519.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,436 | $2,023-29.0% | $2,737-47.5% | $2,757-47.9% |
| Participant deferral / active EE | $3,488 | $2,928+19.1% | $4,004-12.9% | $4,300-18.9% |
| Admin fee / account holder | $5,937 | $3,695+60.7% | $3,994+48.7% | $6,925-14.3% |