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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 | $42,981 | $103,392-58.4% | $87,104-50.7% | $152,897-71.9% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 19.99% | 28.10%-8.1pp | 28.19%-8.2pp | 345.43%-325.4pp |
| Employer contribution / active EE | $4,078 | $3,221+26.6% | $2,521+61.7% | $4,764-14.4% |
| Participant deferral / active EE | $8,139 | $4,778+70.3% | $4,048+101.0% | $5,851+39.1% |
| Admin fee / account holder | $5,058 | $12,194-58.5% | $7,491-32.5% | $11,599-56.4% |