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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 | $51,184+30.6% | $66,439+0.6% | $86,983-23.2% |
| Participation rate | 96.8% | 68.5%+28.3pp | 74.5%+22.3pp | 69.5%+27.2pp |
| Annual return | 11.88% | 17.07%-5.2pp | 757.66%-745.8pp | 25.83%-14.0pp |
| Employer contribution / active EE | $5,316 | $2,023+162.8% | $2,637+101.6% | $2,584+105.7% |
| Participant deferral / active EE | $5,031 | $2,927+71.9% | $3,876+29.8% | $4,194+20.0% |
| Admin fee / account holder | $3,999 | $4,154-3.7% | $6,173-35.2% | $7,856-49.1% |