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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 | $31,240 | $77,901-59.9% | $149,717-79.1% | $75,181-58.4% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.2pp |
| Annual return | 15.06% | 31.73%-16.7pp | 134.41%-119.3pp | 160.69%-145.6pp |
| Employer contribution / active EE | $5,589 | $3,137+78.1% | $4,820+16.0% | $2,671+109.3% |
| Participant deferral / active EE | $2,177 | $3,411-36.2% | $5,682-61.7% | $4,126-47.2% |
| Admin fee / account holder | $20,266 | $5,949+240.7% | $13,213+53.4% | $5,650+258.7% |