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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 | $66,445 | $85,766-22.5% | $136,298-51.3% | $70,126-5.2% |
| Participation rate | 97.6% | 74.2%+23.4pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 16.98% | 31.46%-14.5pp | 5156.27%-5139.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $3,147 | $2,966+6.1% | $4,696-33.0% | $2,343+34.3% |
| Participant deferral / active EE | $7,361 | $5,051+45.7% | $6,247+17.8% | $3,332+120.9% |
| Admin fee / account holder | $4,178 | $5,421-22.9% | $9,244-54.8% | $4,645-10.1% |