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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 | $32,443 | $95,406-66.0% | $185,849-82.5% | $85,847-62.2% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 19.37% | 23.59%-4.2pp | 122.10%-102.7pp | 318.61%-299.2pp |
| Employer contribution / active EE | $2,521 | $3,314-23.9% | $5,169-51.2% | $2,565-1.7% |
| Participant deferral / active EE | $6,106 | $3,424+78.4% | $5,569+9.6% | $3,952+54.5% |
| Admin fee / account holder | $533 | $7,214-92.6% | $16,244-96.7% | $6,261-91.5% |