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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 | $34,334 | $45,152-24.0% | $73,836-53.5% | $59,633-42.4% |
| Participation rate | 94.6% | 64.0%+30.6pp | 73.4%+21.2pp | 68.7%+25.9pp |
| Annual return | 12.79% | 27.40%-14.6pp | 2268.06%-2255.3pp | 2041.45%-2028.7pp |
| Employer contribution / active EE | $3,689 | $1,901+94.0% | $2,787+32.3% | $2,203+67.5% |
| Participant deferral / active EE | $3,135 | $2,573+21.9% | $3,583-12.5% | $3,192-1.8% |
| Admin fee / account holder | $10,462 | $3,515+197.7% | $4,882+114.3% | $4,297+143.5% |