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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 | $56,431-28.3% | $130,788-69.1% | $87,485-53.8% |
| Participation rate | 97.8% | 58.9%+38.8pp | 70.1%+27.7pp | 68.9%+28.8pp |
| Annual return | 17.35% | 91.27%-73.9pp | 386.44%-369.1pp | 26.06%-8.7pp |
| Employer contribution / active EE | $4,687 | $1,549+202.5% | $3,558+31.7% | $2,596+80.5% |
| Participant deferral / active EE | $5,431 | $2,749+97.6% | $4,137+31.3% | $4,274+27.1% |
| Admin fee / account holder | $599 | $4,433-86.5% | $6,673-91.0% | $7,775-92.3% |