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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 | $59,711 | $58,311+2.4% | $81,882-27.1% | $80,959-26.2% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.4%+26.0pp | 67.7%+30.7pp |
| Annual return | 14.82% | 41.85%-27.0pp | 779.47%-764.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $3,722 | $2,347+58.6% | $2,916+27.6% | $2,757+35.0% |
| Participant deferral / active EE | $4,832 | $3,287+47.0% | $4,323+11.8% | $4,300+12.4% |
| Admin fee / account holder | $1,289 | $4,752-72.9% | $7,360-82.5% | $6,925-81.4% |