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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 | $66,985 | $51,184+30.9% | $66,439+0.8% | $86,983-23.0% |
| Participation rate | 88.9% | 68.5%+20.4pp | 74.5%+14.4pp | 69.5%+19.3pp |
| Annual return | 12.99% | 17.07%-4.1pp | 757.66%-744.7pp | 25.83%-12.8pp |
| Employer contribution / active EE | $3,209 | $2,023+58.6% | $2,637+21.7% | $2,584+24.2% |
| Participant deferral / active EE | $5,147 | $2,927+75.8% | $3,876+32.8% | $4,194+22.7% |
| Admin fee / account holder | $355 | $4,154-91.5% | $6,173-94.2% | $7,856-95.5% |