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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 | $29,974 | $77,638-61.4% | $156,551-80.9% | $62,881-52.3% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 6.63% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,728 | $3,444+8.3% | $5,501-32.2% | $2,281+63.4% |
| Participant deferral / active EE | $1,868 | $3,046-38.7% | $4,871-61.6% | $3,203-41.7% |
| Admin fee / account holder | $2,655 | $5,561-52.3% | $13,028-79.6% | $4,296-38.2% |