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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 | $63,665 | $48,277+31.9% | $67,511-5.7% | $80,874-21.3% |
| Participation rate | 91.8% | 66.4%+25.5pp | 72.9%+18.9pp | 67.6%+24.2pp |
| Annual return | 19.03% | 18.27%+0.8pp | 3517.41%-3498.4pp | 35.62%-16.6pp |
| Employer contribution / active EE | $1,982 | $2,021-2.0% | $2,733-27.5% | $2,756-28.1% |
| Participant deferral / active EE | $2,434 | $2,926-16.8% | $4,000-39.2% | $4,297-43.4% |
| Admin fee / account holder | $7,857 | $3,687+113.1% | $3,999+96.5% | $6,935+13.3% |