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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 | $53,583-33.3% | $114,563-68.8% | $64,340-44.4% |
| Participation rate | 97.1% | 47.4%+49.7pp | 72.9%+24.2pp | 55.2%+41.8pp |
| Annual return | 23.03% | 24.51%-1.5pp | 241.09%-218.1pp | 24.14%-1.1pp |
| Employer contribution / active EE | $3,686 | $1,087+239.1% | $2,592+42.2% | $1,862+98.0% |
| Participant deferral / active EE | $5,421 | $2,134+154.0% | $4,142+30.9% | $2,980+81.9% |
| Admin fee / account holder | $1,628 | $3,206-49.2% | $7,623-78.6% | $3,703-56.0% |