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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 | $69,161 | $58,234+18.8% | $81,783-15.4% | $80,874-14.5% |
| Participation rate | 97.8% | 63.4%+34.4pp | 72.4%+25.5pp | 67.6%+30.2pp |
| Annual return | 10.81% | 41.70%-30.9pp | 775.05%-764.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $3,910 | $2,341+67.0% | $2,913+34.3% | $2,756+41.9% |
| Participant deferral / active EE | $3,397 | $3,283+3.5% | $4,320-21.4% | $4,297-20.9% |
| Admin fee / account holder | $4,138 | $4,982-16.9% | $7,380-43.9% | $6,935-40.3% |