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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 | $65,915 | $65,434+0.7% | $98,483-33.1% | $85,847-23.2% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.3%+19.1pp |
| Annual return | 14.32% | 21.75%-7.4pp | 1494.38%-1480.1pp | 318.61%-304.3pp |
| Employer contribution / active EE | $766 | $2,169-64.7% | $2,961-74.1% | $2,565-70.2% |
| Participant deferral / active EE | $1,785 | $3,168-43.7% | $4,276-58.3% | $3,952-54.8% |
| Admin fee / account holder | $2,288 | $4,595-50.2% | $5,953-61.6% | $6,261-63.5% |