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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 | $66,836 | $50,554+32.2% | $67,681-1.2% | $87,485-23.6% |
| Participation rate | 96.8% | 67.7%+29.1pp | 73.7%+23.0pp | 68.9%+27.8pp |
| Annual return | 11.88% | 17.81%-5.9pp | 590.58%-578.7pp | 26.06%-14.2pp |
| Employer contribution / active EE | $5,316 | $1,988+167.4% | $2,678+98.5% | $2,596+104.8% |
| Participant deferral / active EE | $5,031 | $2,961+69.9% | $3,976+26.6% | $4,274+17.7% |
| Admin fee / account holder | $3,999 | $4,132-3.2% | $6,100-34.4% | $7,775-48.6% |