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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 | $32,060 | $51,642-37.9% | $129,384-75.2% | $80,935-60.4% |
| Participation rate | 85.3% | 56.9%+28.4pp | 69.6%+15.7pp | 67.7%+17.6pp |
| Annual return | 28.75% | 20.78%+8.0pp | 9461.77%-9433.0pp | 35.66%-6.9pp |
| Employer contribution / active EE | $3,381 | $1,583+113.6% | $4,153-18.6% | $2,757+22.6% |
| Participant deferral / active EE | $4,750 | $2,670+77.9% | $4,166+14.0% | $4,299+10.5% |
| Admin fee / account holder | $3,464 | $4,312-19.7% | $7,686-54.9% | $6,924-50.0% |