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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 | $72,188 | $85,169-15.2% | $172,755-58.2% | $72,983-1.1% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 19.62% | 27.32%-7.7pp | 802.94%-783.3pp | 81.01%-61.4pp |
| Employer contribution / active EE | $5,332 | $3,324+60.4% | $5,144+3.6% | $2,440+118.5% |
| Participant deferral / active EE | $4,290 | $3,260+31.6% | $5,198-17.5% | $3,608+18.9% |
| Admin fee / account holder | $6,156 | $5,880+4.7% | $13,955-55.9% | $5,124+20.1% |