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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 | $38,308 | $51,631-25.8% | $129,397-70.4% | $80,925-52.7% |
| Participation rate | 78.9% | 56.9%+22.0pp | 69.6%+9.3pp | 67.7%+11.3pp |
| Annual return | 16.19% | 20.77%-4.6pp | 9453.98%-9437.8pp | 35.65%-19.5pp |
| Employer contribution / active EE | $3,259 | $1,583+105.9% | $4,154-21.5% | $2,756+18.3% |
| Participant deferral / active EE | $6,359 | $2,670+138.2% | $4,167+52.6% | $4,299+47.9% |
| Admin fee / account holder | $987 | $4,309-77.1% | $7,679-87.1% | $6,940-85.8% |