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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 | $62,164-43.6% | $81,482-56.9% | $74,400-52.8% |
| Participation rate | 98.1% | 64.1%+34.1pp | 69.5%+28.6pp | 67.2%+30.9pp |
| Annual return | 15.92% | 16.50%-0.6pp | 24.79%-8.9pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $3,565 | $1,884+89.2% | $2,463+44.7% | $2,624+35.8% |
| Participant deferral / active EE | $8,615 | $3,230+166.7% | $3,885+121.7% | $4,348+98.1% |
| Admin fee / account holder | $3,715 | $1,923+93.2% | $5,761-35.5% | $1,944+91.1% |