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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 | $58,241+1.0% | $81,780-28.0% | $80,911-27.3% |
| Participation rate | 94.7% | 63.4%+31.3pp | 72.4%+22.4pp | 67.6%+27.1pp |
| Annual return | 14.83% | 41.73%-26.9pp | 776.27%-761.4pp | 35.63%-20.8pp |
| Employer contribution / active EE | $3,544 | $2,343+51.2% | $2,914+21.6% | $2,756+28.6% |
| Participant deferral / active EE | $9,203 | $3,283+180.4% | $4,321+113.0% | $4,297+114.2% |
| Admin fee / account holder | $5,305 | $4,973+6.7% | $7,384-28.2% | $6,935-23.5% |