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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 | $58,258+18.7% | $81,820-15.5% | $80,925-14.5% |
| Participation rate | 97.8% | 63.5%+34.4pp | 72.4%+25.4pp | 67.7%+30.2pp |
| Annual return | 10.81% | 41.76%-31.0pp | 777.93%-767.1pp | 35.65%-24.8pp |
| Employer contribution / active EE | $3,910 | $2,345+66.7% | $2,915+34.1% | $2,756+41.9% |
| Participant deferral / active EE | $3,397 | $3,284+3.5% | $4,323-21.4% | $4,299-21.0% |
| Admin fee / account holder | $4,138 | $4,976-16.8% | $7,391-44.0% | $6,940-40.4% |