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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 | $39,323 | $53,128-26.0% | $86,582-54.6% | $70,126-43.9% |
| Participation rate | 92.9% | 65.3%+27.6pp | 73.5%+19.3pp | 69.5%+23.3pp |
| Annual return | 18.77% | 27.66%-8.9pp | 965.08%-946.3pp | 73.15%-54.4pp |
| Employer contribution / active EE | $4,159 | $2,068+101.1% | $2,839+46.5% | $2,343+77.6% |
| Participant deferral / active EE | $3,952 | $2,695+46.6% | $3,609+9.5% | $3,332+18.6% |
| Admin fee / account holder | $1,691 | $3,584-52.8% | $4,904-65.5% | $4,645-63.6% |