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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 | $41,321 | $73,988-44.2% | $96,538-57.2% | $75,177-45.0% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 18.43% | 26.73%-8.3pp | 35.74%-17.3pp | 160.75%-142.3pp |
| Employer contribution / active EE | $4,121 | $2,930+40.6% | $3,740+10.2% | $2,671+54.3% |
| Participant deferral / active EE | $7,778 | $3,660+112.5% | $4,880+59.4% | $4,126+88.5% |
| Admin fee / account holder | $14,612 | $5,220+179.9% | $6,737+116.9% | $5,651+158.6% |