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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 | $51,606-31.0% | $129,339-72.5% | $80,911-56.0% |
| Participation rate | 97.2% | 57.0%+40.2pp | 69.6%+27.5pp | 67.6%+29.5pp |
| Annual return | 18.42% | 20.76%-2.3pp | 9437.05%-9418.6pp | 35.63%-17.2pp |
| Employer contribution / active EE | $2,999 | $1,582+89.5% | $4,154-27.8% | $2,756+8.8% |
| Participant deferral / active EE | $5,749 | $2,669+115.4% | $4,170+37.9% | $4,297+33.8% |
| Admin fee / account holder | $1,347 | $4,310-68.7% | $7,668-82.4% | $6,935-80.6% |