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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 | $39,708 | $63,346-37.3% | $92,240-57.0% | $70,126-43.4% |
| Participation rate | 97.9% | 68.7%+29.2pp | 76.5%+21.4pp | 69.5%+28.3pp |
| Annual return | 19.43% | 530.19%-510.8pp | 176.29%-156.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $4,308 | $2,471+74.3% | $3,680+17.1% | $2,343+83.9% |
| Participant deferral / active EE | $4,508 | $2,854+58.0% | $3,897+15.7% | $3,332+35.3% |
| Admin fee / account holder | $641 | $3,841-83.3% | $5,194-87.7% | $4,645-86.2% |