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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 | $23,691 | $84,236-71.9% | $170,435-86.1% | $70,126-66.2% |
| Participation rate | 97.2% | 70.8%+26.4pp | 83.6%+13.6pp | 69.5%+27.7pp |
| Annual return | 12.67% | 23.06%-10.4pp | 205.94%-193.3pp | 73.15%-60.5pp |
| Employer contribution / active EE | $5,000 | $3,387+47.6% | $5,432-8.0% | $2,343+113.4% |
| Participant deferral / active EE | $4,256 | $3,086+37.9% | $4,939-13.8% | $3,332+27.7% |
| Admin fee / account holder | $1,638 | $5,698-71.3% | $13,881-88.2% | $4,645-64.7% |