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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 | $56,771 | $55,889+1.6% | $76,119-25.4% | $80,935-29.9% |
| Participation rate | 96.6% | 62.1%+34.5pp | 69.1%+27.5pp | 67.7%+28.9pp |
| Annual return | 11.10% | 20.58%-9.5pp | 361.25%-350.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $4,292 | $1,866+130.0% | $2,693+59.4% | $2,757+55.7% |
| Participant deferral / active EE | $11,021 | $3,051+261.2% | $4,259+158.8% | $4,299+156.3% |
| Admin fee / account holder | $12,708 | $5,241+142.4% | $6,421+97.9% | $6,924+83.5% |