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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 | $35,380 | $77,920-54.6% | $149,723-76.4% | $75,177-52.9% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.3pp |
| Annual return | 19.70% | 31.72%-12.0pp | 134.50%-114.8pp | 160.75%-141.1pp |
| Employer contribution / active EE | $5,364 | $3,138+70.9% | $4,821+11.3% | $2,671+100.8% |
| Participant deferral / active EE | $4,227 | $3,411+23.9% | $5,682-25.6% | $4,126+2.4% |
| Admin fee / account holder | $1,255 | $5,951-78.9% | $13,215-90.5% | $5,651-77.8% |