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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 | $40,433 | $52,353-22.8% | $120,225-66.4% | $82,448-51.0% |
| Participation rate | 97.8% | 58.3%+39.5pp | 69.6%+28.2pp | 68.1%+29.7pp |
| Annual return | 17.35% | 61.85%-44.5pp | 439.23%-421.9pp | 41.64%-24.3pp |
| Employer contribution / active EE | $4,687 | $1,510+210.4% | $3,475+34.8% | $2,551+83.7% |
| Participant deferral / active EE | $5,431 | $2,627+106.8% | $3,999+35.8% | $4,139+31.2% |
| Admin fee / account holder | $599 | $4,363-86.3% | $5,696-89.5% | $7,234-91.7% |