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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 | $36,989 | $102,429-63.9% | $147,096-74.9% | $80,925-54.3% |
| Participation rate | 96.6% | 75.9%+20.7pp | 82.2%+14.4pp | 67.7%+29.0pp |
| Annual return | 17.37% | 135.02%-117.7pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $4,352 | $3,716+17.1% | $4,936-11.8% | $2,756+57.9% |
| Participant deferral / active EE | $8,706 | $6,649+31.0% | $8,071+7.9% | $4,299+102.5% |
| Admin fee / account holder | $3,997 | $7,957-49.8% | $13,005-69.3% | $6,940-42.4% |