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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 | $43,538 | $51,642-15.7% | $129,384-66.3% | $80,935-46.2% |
| Participation rate | 98.0% | 56.9%+41.1pp | 69.6%+28.4pp | 67.7%+30.4pp |
| Annual return | 15.53% | 20.78%-5.3pp | 9461.77%-9446.2pp | 35.66%-20.1pp |
| Employer contribution / active EE | $5,060 | $1,583+219.7% | $4,153+21.8% | $2,757+83.6% |
| Participant deferral / active EE | $7,981 | $2,670+199.0% | $4,166+91.6% | $4,299+85.6% |
| Admin fee / account holder | $1,219 | $4,312-71.7% | $7,686-84.1% | $6,924-82.4% |