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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 | $34,693 | $58,828-41.0% | $78,002-55.5% | $62,881-44.8% |
| Participation rate | 98.1% | 71.1%+27.1pp | 75.5%+22.6pp | 69.3%+28.8pp |
| Annual return | 6.31% | 17.16%-10.8pp | 425.99%-419.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $5,475 | $1,672+227.5% | $2,470+121.6% | $2,281+140.0% |
| Participant deferral / active EE | $3,549 | $2,686+32.2% | $3,497+1.5% | $3,203+10.8% |
| Admin fee / account holder | $8,938 | $4,393+103.4% | $5,481+63.1% | $4,296+108.1% |