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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 | $35,750 | $52,978-32.5% | $116,096-69.2% | $65,306-45.3% |
| Participation rate | 97.1% | 51.6%+45.5pp | 73.3%+23.8pp | 57.7%+39.4pp |
| Annual return | 23.03% | 27.83%-4.8pp | 326.25%-303.2pp | 21.94%+1.1pp |
| Employer contribution / active EE | $3,686 | $1,182+211.9% | $2,503+47.2% | $1,967+87.4% |
| Participant deferral / active EE | $5,421 | $2,197+146.7% | $3,952+37.2% | $2,959+83.2% |
| Admin fee / account holder | $1,628 | $2,820-42.3% | $7,704-78.9% | $3,480-53.2% |