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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 | $65,218 | $53,128+22.8% | $86,581-24.7% | $70,124-7.0% |
| Participation rate | 95.6% | 65.3%+30.3pp | 73.5%+22.0pp | 69.5%+26.0pp |
| Annual return | 23.37% | 27.66%-4.3pp | 965.06%-941.7pp | 73.14%-49.8pp |
| Employer contribution / active EE | $2,147 | $2,068+3.8% | $2,840-24.4% | $2,342-8.3% |
| Participant deferral / active EE | $3,330 | $2,695+23.6% | $3,609-7.7% | $3,332-0.1% |
| Admin fee / account holder | $2,660 | $3,584-25.8% | $4,904-45.8% | $4,645-42.7% |