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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 | $39,863 | $51,642-22.8% | $129,384-69.2% | $80,935-50.7% |
| Participation rate | 97.8% | 56.9%+40.9pp | 69.6%+28.2pp | 67.7%+30.2pp |
| Annual return | 13.12% | 20.78%-7.7pp | 9461.77%-9448.6pp | 35.66%-22.5pp |
| Employer contribution / active EE | $3,179 | $1,583+100.8% | $4,153-23.5% | $2,757+15.3% |
| Participant deferral / active EE | $4,592 | $2,670+72.0% | $4,166+10.2% | $4,299+6.8% |
| Admin fee / account holder | $7,303 | $4,312+69.4% | $7,686-5.0% | $6,924+5.5% |