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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 | $48,337+31.7% | $67,560-5.8% | $80,959-21.4% |
| Participation rate | 91.8% | 66.4%+25.4pp | 72.9%+18.9pp | 67.7%+24.2pp |
| Annual return | 19.03% | 18.26%+0.8pp | 3533.50%-3514.5pp | 35.67%-16.6pp |
| Employer contribution / active EE | $1,982 | $2,023-2.0% | $2,737-27.6% | $2,757-28.1% |
| Participant deferral / active EE | $2,434 | $2,928-16.9% | $4,004-39.2% | $4,300-43.4% |
| Admin fee / account holder | $7,857 | $3,695+112.6% | $3,994+96.7% | $6,925+13.4% |