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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 | $46,355 | $53,127-12.7% | $86,587-46.5% | $70,131-33.9% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.4pp | 69.5%+28.4pp |
| Annual return | 20.76% | 27.66%-6.9pp | 964.86%-944.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $5,594 | $2,068+170.5% | $2,839+97.0% | $2,342+138.8% |
| Participant deferral / active EE | $4,041 | $2,696+49.9% | $3,609+12.0% | $3,332+21.3% |
| Admin fee / account holder | $1,800 | $3,585-49.8% | $4,906-63.3% | $4,645-61.3% |