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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 | $32,690 | $73,638-55.6% | $108,405-69.8% | $79,391-58.8% |
| Participation rate | 91.7% | 77.4%+14.4pp | 80.1%+11.6pp | 70.7%+21.0pp |
| Annual return | 16.37% | 33.27%-16.9pp | 905.55%-889.2pp | 116.88%-100.5pp |
| Employer contribution / active EE | $4,733 | $2,397+97.5% | $3,559+33.0% | $2,428+95.0% |
| Participant deferral / active EE | $5,590 | $6,218-10.1% | $6,563-14.8% | $4,046+38.2% |
| Admin fee / account holder | $1,927 | $638+202.0% | $7,297-73.6% | $627+207.5% |