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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 | $39,299 | $48,327-18.7% | $67,575-41.8% | $80,935-51.4% |
| Participation rate | 98.1% | 66.4%+31.7pp | 72.9%+25.2pp | 67.7%+30.5pp |
| Annual return | 14.45% | 18.31%-3.9pp | 3528.98%-3514.5pp | 35.66%-21.2pp |
| Employer contribution / active EE | $8,522 | $2,022+321.4% | $2,736+211.5% | $2,757+209.1% |
| Participant deferral / active EE | $948 | $2,927-67.6% | $4,003-76.3% | $4,299-78.0% |
| Admin fee / account holder | $2,186 | $3,692-40.8% | $3,993-45.3% | $6,924-68.4% |