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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 | $58,852 | $58,311+0.9% | $81,882-28.1% | $80,959-27.3% |
| Participation rate | 94.7% | 63.5%+31.3pp | 72.4%+22.3pp | 67.7%+27.1pp |
| Annual return | 14.83% | 41.85%-27.0pp | 779.47%-764.6pp | 35.67%-20.8pp |
| Employer contribution / active EE | $3,544 | $2,347+51.0% | $2,916+21.5% | $2,757+28.5% |
| Participant deferral / active EE | $9,203 | $3,287+180.0% | $4,323+112.9% | $4,300+114.0% |
| Admin fee / account holder | $5,305 | $4,752+11.6% | $7,360-27.9% | $6,925-23.4% |