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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 | $57,569 | $49,891+15.4% | $80,607-28.6% | $75,181-23.4% |
| Participation rate | 98.7% | 55.3%+43.4pp | 67.0%+31.7pp | 67.2%+31.5pp |
| Annual return | 14.60% | 34.67%-20.1pp | 936.11%-921.5pp | 160.69%-146.1pp |
| Employer contribution / active EE | $2,647 | $1,698+55.8% | $2,724-2.8% | $2,671-0.9% |
| Participant deferral / active EE | $3,366 | $2,991+12.5% | $4,448-24.3% | $4,126-18.4% |
| Admin fee / account holder | $3,851 | $3,578+7.6% | $5,379-28.4% | $5,650-31.8% |