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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 | $72,877 | $58,258+25.1% | $81,820-10.9% | $80,925-9.9% |
| Participation rate | 91.5% | 63.5%+28.1pp | 72.4%+19.1pp | 67.7%+23.9pp |
| Annual return | 11.74% | 41.76%-30.0pp | 777.93%-766.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $3,357 | $2,345+43.1% | $2,915+15.2% | $2,756+21.8% |
| Participant deferral / active EE | $5,734 | $3,284+74.6% | $4,323+32.7% | $4,299+33.4% |
| Admin fee / account holder | $3,016 | $4,976-39.4% | $7,391-59.2% | $6,940-56.5% |