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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 | $41,052 | $48,570-15.5% | $130,660-68.6% | $72,976-43.7% |
| Participation rate | 88.2% | 58.6%+29.7pp | 71.7%+16.5pp | 69.5%+18.7pp |
| Annual return | 21.55% | 38.63%-17.1pp | 1709.29%-1687.7pp | 81.02%-59.5pp |
| Employer contribution / active EE | $909 | $1,334-31.9% | $4,092-77.8% | $2,440-62.7% |
| Participant deferral / active EE | $3,124 | $2,384+31.1% | $3,603-13.3% | $3,608-13.4% |
| Admin fee / account holder | $7,873 | $3,549+121.8% | $5,463+44.1% | $5,124+53.6% |