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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 | $38,986 | $77,908-50.0% | $149,696-74.0% | $75,173-48.1% |
| Participation rate | 98.1% | 65.6%+32.5pp | 78.8%+19.3pp | 67.2%+30.9pp |
| Annual return | 16.28% | 31.73%-15.4pp | 134.46%-118.2pp | 160.72%-144.4pp |
| Employer contribution / active EE | $4,848 | $3,138+54.5% | $4,821+0.6% | $2,671+81.5% |
| Participant deferral / active EE | $4,319 | $3,411+26.6% | $5,682-24.0% | $4,126+4.7% |
| Admin fee / account holder | $1,388 | $5,950-76.7% | $13,212-89.5% | $5,651-75.4% |