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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 | $58,258+2.5% | $81,820-27.0% | $80,925-26.2% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.4%+26.0pp | 67.7%+30.7pp |
| Annual return | 14.82% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,722 | $2,345+58.7% | $2,915+27.7% | $2,756+35.0% |
| Participant deferral / active EE | $4,832 | $3,284+47.1% | $4,323+11.8% | $4,299+12.4% |
| Admin fee / account holder | $1,289 | $4,976-74.1% | $7,391-82.6% | $6,940-81.4% |