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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 | $51,606-37.9% | $129,339-75.2% | $80,911-60.4% |
| Participation rate | 85.3% | 57.0%+28.3pp | 69.6%+15.7pp | 67.6%+17.6pp |
| Annual return | 28.75% | 20.76%+8.0pp | 9437.05%-9408.3pp | 35.63%-6.9pp |
| Employer contribution / active EE | $3,381 | $1,582+113.7% | $4,154-18.6% | $2,756+22.7% |
| Participant deferral / active EE | $4,750 | $2,669+78.0% | $4,170+13.9% | $4,297+10.5% |
| Admin fee / account holder | $3,464 | $4,310-19.6% | $7,668-54.8% | $6,935-50.1% |