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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 | $58,643 | $84,236-30.4% | $170,435-65.6% | $70,126-16.4% |
| Participation rate | 96.2% | 70.8%+25.3pp | 83.6%+12.6pp | 69.5%+26.6pp |
| Annual return | 22.81% | 23.06%-0.2pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $5,979 | $3,387+76.5% | $5,432+10.1% | $2,343+155.2% |
| Participant deferral / active EE | $9,808 | $3,086+217.9% | $4,939+98.6% | $3,332+194.4% |
| Admin fee / account holder | $428 | $5,698-92.5% | $13,881-96.9% | $4,645-90.8% |