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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 | $58,258+1.0% | $81,820-28.1% | $80,925-27.3% |
| Participation rate | 94.7% | 63.5%+31.3pp | 72.4%+22.4pp | 67.7%+27.1pp |
| Annual return | 14.83% | 41.76%-26.9pp | 777.93%-763.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,544 | $2,345+51.1% | $2,915+21.6% | $2,756+28.6% |
| Participant deferral / active EE | $9,203 | $3,284+180.3% | $4,323+112.9% | $4,299+114.1% |
| Admin fee / account holder | $5,305 | $4,976+6.6% | $7,391-28.2% | $6,940-23.6% |