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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 | $35,710 | $95,406-62.6% | $185,849-80.8% | $85,847-58.4% |
| Participation rate | 97.6% | 68.8%+28.9pp | 81.7%+15.9pp | 69.3%+28.3pp |
| Annual return | 18.38% | 23.59%-5.2pp | 122.10%-103.7pp | 318.61%-300.2pp |
| Employer contribution / active EE | $2,121 | $3,314-36.0% | $5,169-59.0% | $2,565-17.3% |
| Participant deferral / active EE | $1,631 | $3,424-52.3% | $5,569-70.7% | $3,952-58.7% |
| Admin fee / account holder | $670 | $7,214-90.7% | $16,244-95.9% | $6,261-89.3% |