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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 | $26,450 | $58,828-55.0% | $78,002-66.1% | $62,881-57.9% |
| Participation rate | 98.0% | 71.1%+27.0pp | 75.5%+22.5pp | 69.3%+28.7pp |
| Annual return | 31.81% | 17.16%+14.7pp | 425.99%-394.2pp | 20.14%+11.7pp |
| Employer contribution / active EE | $2,963 | $1,672+77.3% | $2,470+20.0% | $2,281+29.9% |
| Participant deferral / active EE | $4,804 | $2,686+78.9% | $3,497+37.4% | $3,203+50.0% |
| Admin fee / account holder | $11,157 | $4,393+154.0% | $5,481+103.6% | $4,296+159.7% |