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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 | $39,151 | $65,361-40.1% | $92,903-57.9% | $72,983-46.4% |
| Participation rate | 95.1% | 68.3%+26.8pp | 76.0%+19.1pp | 69.5%+25.6pp |
| Annual return | 23.19% | 42.11%-18.9pp | 109.43%-86.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $12,931 | $2,594+398.4% | $3,653+254.0% | $2,440+430.0% |
| Participant deferral / active EE | $2,036 | $3,128-34.9% | $4,238-52.0% | $3,608-43.6% |
| Admin fee / account holder | $2,744 | $4,251-35.5% | $5,795-52.7% | $5,124-46.5% |