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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 | $35,089 | $62,177-43.6% | $81,370-56.9% | $74,478-52.9% |
| Participation rate | 98.1% | 64.1%+34.1pp | 69.5%+28.6pp | 67.2%+30.9pp |
| Annual return | 15.92% | 16.62%-0.7pp | 24.85%-8.9pp | 1370.56%-1354.6pp |
| Employer contribution / active EE | $3,565 | $1,881+89.5% | $2,464+44.7% | $2,626+35.7% |
| Participant deferral / active EE | $8,615 | $3,219+167.6% | $3,885+121.7% | $4,350+98.0% |
| Admin fee / account holder | $3,715 | $1,927+92.8% | $5,749-35.4% | $1,946+90.9% |