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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 | $29,252 | $51,631-43.3% | $129,397-77.4% | $80,925-63.9% |
| Participation rate | 94.0% | 56.9%+37.1pp | 69.6%+24.4pp | 67.7%+26.4pp |
| Annual return | 16.07% | 20.77%-4.7pp | 9453.98%-9437.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,937 | $1,583+85.5% | $4,154-29.3% | $2,756+6.6% |
| Participant deferral / active EE | $6,558 | $2,670+145.6% | $4,167+57.4% | $4,299+52.6% |
| Admin fee / account holder | $420 | $4,309-90.2% | $7,679-94.5% | $6,940-93.9% |