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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 | $43,042 | $102,382-58.0% | $147,005-70.7% | $80,874-46.8% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 12.87% | 134.89%-122.0pp | 418.76%-405.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $3,359 | $3,715-9.6% | $4,934-31.9% | $2,756+21.9% |
| Participant deferral / active EE | $8,668 | $6,646+30.4% | $8,070+7.4% | $4,297+101.7% |
| Admin fee / account holder | $3,439 | $7,942-56.7% | $13,006-73.6% | $6,935-50.4% |