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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 | $65,886 | $48,337+36.3% | $67,560-2.5% | $80,959-18.6% |
| Participation rate | 94.7% | 66.4%+28.3pp | 72.9%+21.8pp | 67.7%+27.1pp |
| Annual return | 16.28% | 18.26%-2.0pp | 3533.50%-3517.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $2,854 | $2,023+41.1% | $2,737+4.3% | $2,757+3.5% |
| Participant deferral / active EE | $2,844 | $2,928-2.9% | $4,004-29.0% | $4,300-33.9% |
| Admin fee / account holder | $591 | $3,695-84.0% | $3,994-85.2% | $6,925-91.5% |