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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 | $47,479+40.8% | $62,929+6.2% | $82,448-18.9% |
| Participation rate | 96.8% | 66.9%+29.9pp | 73.1%+23.7pp | 68.1%+28.7pp |
| Annual return | 11.88% | 20.34%-8.5pp | 1063.93%-1052.1pp | 41.64%-29.8pp |
| Employer contribution / active EE | $5,316 | $1,885+182.0% | $2,505+112.3% | $2,551+108.4% |
| Participant deferral / active EE | $5,031 | $2,870+75.3% | $3,888+29.4% | $4,139+21.5% |
| Admin fee / account holder | $3,999 | $3,804+5.1% | $5,065-21.0% | $7,234-44.7% |