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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 | $31,264 | $93,589-66.6% | $135,942-77.0% | $75,181-58.4% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 45.68% | 30.90%+14.8pp | 68.28%-22.6pp | 160.69%-115.0pp |
| Employer contribution / active EE | $4,122 | $3,537+16.5% | $4,858-15.1% | $2,671+54.4% |
| Participant deferral / active EE | $9,345 | $6,405+45.9% | $7,759+20.4% | $4,126+126.5% |
| Admin fee / account holder | $2,270 | $6,977-67.5% | $10,764-78.9% | $5,650-59.8% |