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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 | $73,381 | $74,661-1.7% | $160,784-54.4% | $67,986+7.9% |
| Participation rate | 97.1% | 57.1%+40.0pp | 77.0%+20.1pp | 57.2%+39.9pp |
| Annual return | 23.31% | 28.83%-5.5pp | 1803.92%-1780.6pp | 31.67%-8.4pp |
| Employer contribution / active EE | $4,021 | $1,829+119.8% | $3,733+7.7% | $2,019+99.2% |
| Participant deferral / active EE | $9,050 | $3,681+145.9% | $6,293+43.8% | $3,358+169.5% |
| Admin fee / account holder | $7,456 | $3,959+88.3% | $9,717-23.3% | $3,203+132.8% |