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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 | $38,147 | $58,292-34.6% | $86,640-56.0% | $71,511-46.7% |
| Participation rate | 98.2% | 65.0%+33.2pp | 71.7%+26.5pp | 67.9%+30.3pp |
| Annual return | 21.23% | 21.63%-0.4pp | 592.52%-571.3pp | 28.86%-7.6pp |
| Employer contribution / active EE | $5,926 | $2,574+130.2% | $3,024+95.9% | $2,589+128.9% |
| Participant deferral / active EE | $6,032 | $3,438+75.4% | $4,438+35.9% | $4,291+40.6% |
| Admin fee / account holder | $1,828 | $1,057+72.9% | $5,616-67.4% | $1,588+15.1% |