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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 | $31,569 | $58,828-46.3% | $78,002-59.5% | $62,881-49.8% |
| Participation rate | 98.4% | 71.1%+27.4pp | 75.5%+22.9pp | 69.3%+29.1pp |
| Annual return | 7.97% | 17.16%-9.2pp | 425.99%-418.0pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,356 | $1,672+220.4% | $2,470+116.8% | $2,281+134.8% |
| Participant deferral / active EE | $4,418 | $2,686+64.5% | $3,497+26.3% | $3,203+37.9% |
| Admin fee / account holder | $925 | $4,393-78.9% | $5,481-83.1% | $4,296-78.5% |