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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 | $33,243 | $58,241-42.9% | $81,780-59.4% | $80,911-58.9% |
| Participation rate | 84.2% | 63.4%+20.8pp | 72.4%+11.8pp | 67.6%+16.6pp |
| Annual return | 27.87% | 41.73%-13.9pp | 776.27%-748.4pp | 35.63%-7.8pp |
| Employer contribution / active EE | $2,929 | $2,343+25.0% | $2,914+0.5% | $2,756+6.3% |
| Participant deferral / active EE | $6,539 | $3,283+99.2% | $4,321+51.3% | $4,297+52.2% |
| Admin fee / account holder | $4,186 | $4,973-15.8% | $7,384-43.3% | $6,935-39.6% |