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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 | $37,496 | $95,383-60.7% | $185,837-79.8% | $85,856-56.3% |
| Participation rate | 96.4% | 68.8%+27.7pp | 81.7%+14.7pp | 69.3%+27.1pp |
| Annual return | 14.75% | 23.59%-8.8pp | 122.08%-107.3pp | 318.58%-303.8pp |
| Employer contribution / active EE | $4,358 | $3,313+31.6% | $5,168-15.7% | $2,565+69.9% |
| Participant deferral / active EE | $4,513 | $3,423+31.8% | $5,568-19.0% | $3,952+14.2% |
| Admin fee / account holder | $644 | $7,213-91.1% | $16,241-96.0% | $6,261-89.7% |