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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 | $68,842 | $53,127+29.6% | $86,597-20.5% | $70,131-1.8% |
| Participation rate | 96.4% | 65.3%+31.1pp | 73.5%+22.9pp | 69.5%+26.9pp |
| Annual return | 13.59% | 27.66%-14.1pp | 964.96%-951.4pp | 73.14%-59.5pp |
| Employer contribution / active EE | $3,137 | $2,068+51.7% | $2,840+10.5% | $2,342+33.9% |
| Participant deferral / active EE | $2,068 | $2,696-23.3% | $3,609-42.7% | $3,332-37.9% |
| Admin fee / account holder | $3,660 | $3,585+2.1% | $4,906-25.4% | $4,645-21.2% |