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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 | $56,388 | $36,767+53.4% | $81,473-30.8% | $62,293-9.5% |
| Participation rate | 97.4% | 54.4%+43.0pp | 68.0%+29.5pp | 69.5%+27.9pp |
| Annual return | 18.95% | 173.80%-154.8pp | 38.78%-19.8pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,351 | $1,128+108.4% | $2,568-8.4% | $2,042+15.1% |
| Participant deferral / active EE | $4,774 | $2,111+126.2% | $3,537+35.0% | $3,169+50.7% |
| Admin fee / account holder | $4,279 | $797+436.7% | $4,561-6.2% | $479+792.6% |