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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 | $39,366 | $91,537-57.0% | $130,045-69.7% | $75,173-47.6% |
| Participation rate | 97.4% | 71.5%+25.9pp | 78.5%+18.9pp | 67.2%+30.2pp |
| Annual return | 22.53% | -631.55%+654.1pp | -137.30%+159.8pp | 160.72%-138.2pp |
| Employer contribution / active EE | $4,632 | $2,845+62.8% | $4,321+7.2% | $2,671+73.4% |
| Participant deferral / active EE | $10,258 | $4,343+136.2% | $5,820+76.3% | $4,126+148.6% |
| Admin fee / account holder | $2,400 | $6,780-64.6% | $10,600-77.4% | $5,651-57.5% |