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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 | $40,593 | $95,406-57.5% | $185,849-78.2% | $85,847-52.7% |
| Participation rate | 95.8% | 68.8%+27.0pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 13.09% | 23.59%-10.5pp | 122.10%-109.0pp | 318.61%-305.5pp |
| Employer contribution / active EE | $3,031 | $3,314-8.5% | $5,169-41.4% | $2,565+18.2% |
| Participant deferral / active EE | $4,825 | $3,424+40.9% | $5,569-13.4% | $3,952+22.1% |
| Admin fee / account holder | $9,883 | $7,214+37.0% | $16,244-39.2% | $6,261+57.9% |