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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 | $43,988 | $53,128-17.2% | $86,582-49.2% | $70,126-37.3% |
| Participation rate | 96.6% | 65.3%+31.2pp | 73.5%+23.0pp | 69.5%+27.0pp |
| Annual return | 17.50% | 27.66%-10.2pp | 965.08%-947.6pp | 73.15%-55.6pp |
| Employer contribution / active EE | $5,376 | $2,068+160.0% | $2,839+89.3% | $2,343+129.5% |
| Participant deferral / active EE | $5,528 | $2,695+105.1% | $3,609+53.2% | $3,332+65.9% |
| Admin fee / account holder | $3,408 | $3,584-4.9% | $4,904-30.5% | $4,645-26.6% |