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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 | $41,173 | $95,406-56.8% | $185,849-77.8% | $85,847-52.0% |
| Participation rate | 95.4% | 68.8%+26.6pp | 81.7%+13.7pp | 69.3%+26.1pp |
| Annual return | 22.99% | 23.59%-0.6pp | 122.10%-99.1pp | 318.61%-295.6pp |
| Employer contribution / active EE | $3,055 | $3,314-7.8% | $5,169-40.9% | $2,565+19.1% |
| Participant deferral / active EE | $5,232 | $3,424+52.8% | $5,569-6.0% | $3,952+32.4% |
| Admin fee / account holder | $1,043 | $7,214-85.5% | $16,244-93.6% | $6,261-83.3% |