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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 | $31,233 | $58,311-46.4% | $81,882-61.9% | $80,959-61.4% |
| Participation rate | 84.4% | 63.5%+20.9pp | 72.4%+12.0pp | 67.7%+16.7pp |
| Annual return | 17.07% | 41.85%-24.8pp | 779.47%-762.4pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,865 | $2,347+22.1% | $2,916-1.7% | $2,757+3.9% |
| Participant deferral / active EE | $7,038 | $3,287+114.1% | $4,323+62.8% | $4,300+63.7% |
| Admin fee / account holder | $1,058 | $4,752-77.7% | $7,360-85.6% | $6,925-84.7% |