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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 | $35,595 | $51,642-31.1% | $129,384-72.5% | $80,935-56.0% |
| Participation rate | 97.2% | 56.9%+40.3pp | 69.6%+27.5pp | 67.7%+29.5pp |
| Annual return | 18.42% | 20.78%-2.4pp | 9461.77%-9443.4pp | 35.66%-17.2pp |
| Employer contribution / active EE | $2,999 | $1,583+89.4% | $4,153-27.8% | $2,757+8.8% |
| Participant deferral / active EE | $5,749 | $2,670+115.4% | $4,166+38.0% | $4,299+33.7% |
| Admin fee / account holder | $1,347 | $4,312-68.8% | $7,686-82.5% | $6,924-80.5% |