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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 | $33,785 | $102,429-67.0% | $147,096-77.0% | $80,925-58.3% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 14.29% | 135.02%-120.7pp | 419.75%-405.5pp | 35.65%-21.4pp |
| Employer contribution / active EE | $3,318 | $3,716-10.7% | $4,936-32.8% | $2,756+20.4% |
| Participant deferral / active EE | $4,831 | $6,649-27.3% | $8,071-40.1% | $4,299+12.4% |
| Admin fee / account holder | $1,397 | $7,957-82.4% | $13,005-89.3% | $6,940-79.9% |