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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 | $65,261 | $58,258+12.0% | $81,820-20.2% | $80,925-19.4% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 11.31% | 41.76%-30.5pp | 777.93%-766.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $3,620 | $2,345+54.4% | $2,915+24.2% | $2,756+31.4% |
| Participant deferral / active EE | $9,646 | $3,284+193.8% | $4,323+123.1% | $4,299+124.4% |
| Admin fee / account holder | $5,176 | $4,976+4.0% | $7,391-30.0% | $6,940-25.4% |