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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 | $110,913 | $58,275+90.3% | $81,844+35.5% | $80,935+37.0% |
| Participation rate | 96.2% | 63.5%+32.7pp | 72.4%+23.8pp | 67.7%+28.5pp |
| Annual return | 13.08% | 41.82%-28.7pp | 778.87%-765.8pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,591 | $2,346+53.1% | $2,916+23.1% | $2,757+30.3% |
| Participant deferral / active EE | $7,168 | $3,285+118.2% | $4,323+65.8% | $4,299+66.7% |
| Admin fee / account holder | $3,863 | $4,749-18.7% | $7,355-47.5% | $6,924-44.2% |