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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 | $34,292 | $51,184-33.0% | $66,439-48.4% | $86,983-60.6% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.5%+22.4pp | 69.5%+27.3pp |
| Annual return | 11.51% | 17.07%-5.6pp | 757.66%-746.2pp | 25.83%-14.3pp |
| Employer contribution / active EE | $3,495 | $2,023+72.8% | $2,637+32.6% | $2,584+35.2% |
| Participant deferral / active EE | $3,608 | $2,927+23.2% | $3,876-6.9% | $4,194-14.0% |
| Admin fee / account holder | $4,047 | $4,154-2.6% | $6,173-34.4% | $7,856-48.5% |