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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 | $37,027 | $54,717-32.3% | $86,216-57.1% | $71,511-48.2% |
| Participation rate | 79.7% | 60.1%+19.6pp | 69.0%+10.8pp | 67.9%+11.8pp |
| Annual return | 18.45% | 20.07%-1.6pp | 1169.42%-1151.0pp | 28.86%-10.4pp |
| Employer contribution / active EE | $2,860 | $1,267+125.8% | $2,382+20.1% | $2,589+10.5% |
| Participant deferral / active EE | $5,308 | $3,110+70.7% | $3,986+33.2% | $4,291+23.7% |
| Admin fee / account holder | $935 | $1,922-51.4% | $6,853-86.4% | $1,588-41.1% |