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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 | $34,267 | $51,642-33.6% | $129,384-73.5% | $80,935-57.7% |
| Participation rate | 96.6% | 56.9%+39.7pp | 69.6%+27.0pp | 67.7%+28.9pp |
| Annual return | 24.45% | 20.78%+3.7pp | 9461.77%-9437.3pp | 35.66%-11.2pp |
| Employer contribution / active EE | $4,318 | $1,583+172.8% | $4,153+4.0% | $2,757+56.6% |
| Participant deferral / active EE | $6,475 | $2,670+142.6% | $4,166+55.4% | $4,299+50.6% |
| Admin fee / account holder | $1,206 | $4,312-72.0% | $7,686-84.3% | $6,924-82.6% |