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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 | $48,314+36.4% | $67,561-2.5% | $80,925-18.6% |
| Participation rate | 94.7% | 66.4%+28.3pp | 72.9%+21.8pp | 67.7%+27.1pp |
| Annual return | 16.28% | 18.28%-2.0pp | 3525.44%-3509.2pp | 35.65%-19.4pp |
| Employer contribution / active EE | $2,854 | $2,022+41.2% | $2,735+4.4% | $2,756+3.6% |
| Participant deferral / active EE | $2,844 | $2,927-2.8% | $4,003-28.9% | $4,299-33.8% |
| Admin fee / account holder | $591 | $3,690-84.0% | $4,006-85.2% | $6,940-91.5% |