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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 | $38,786 | $47,479-18.3% | $62,929-38.4% | $82,448-53.0% |
| Participation rate | 96.9% | 66.9%+30.0pp | 73.1%+23.8pp | 68.1%+28.8pp |
| Annual return | 20.01% | 20.34%-0.3pp | 1063.93%-1043.9pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,486 | $1,885+84.9% | $2,505+39.2% | $2,551+36.7% |
| Participant deferral / active EE | $6,027 | $2,870+110.0% | $3,888+55.0% | $4,139+45.6% |
| Admin fee / account holder | $1,928 | $3,804-49.3% | $5,065-61.9% | $7,234-73.4% |