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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 | $69,296 | $85,171-18.6% | $172,753-59.9% | $72,976-5.0% |
| Participation rate | 96.9% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.4pp |
| Annual return | 32.41% | 27.32%+5.1pp | 803.00%-770.6pp | 81.02%-48.6pp |
| Employer contribution / active EE | $3,107 | $3,324-6.5% | $5,144-39.6% | $2,440+27.3% |
| Participant deferral / active EE | $4,262 | $3,260+30.7% | $5,198-18.0% | $3,608+18.1% |
| Admin fee / account holder | $1,030 | $5,880-82.5% | $13,956-92.6% | $5,124-79.9% |