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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 | $59,537 | $58,258+2.2% | $81,820-27.2% | $80,925-26.4% |
| Participation rate | 96.7% | 63.5%+33.2pp | 72.4%+24.3pp | 67.7%+29.0pp |
| Annual return | 11.61% | 41.76%-30.2pp | 777.93%-766.3pp | 35.65%-24.0pp |
| Employer contribution / active EE | $4,051 | $2,345+72.7% | $2,915+39.0% | $2,756+47.0% |
| Participant deferral / active EE | $6,455 | $3,284+96.6% | $4,323+49.3% | $4,299+50.2% |
| Admin fee / account holder | $11,730 | $4,976+135.7% | $7,391+58.7% | $6,940+69.0% |