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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 | $43,123 | $53,128-18.8% | $86,582-50.2% | $70,126-38.5% |
| Participation rate | 93.7% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 23.75% | 27.66%-3.9pp | 965.08%-941.3pp | 73.15%-49.4pp |
| Employer contribution / active EE | $4,129 | $2,068+99.7% | $2,839+45.4% | $2,343+76.3% |
| Participant deferral / active EE | $3,906 | $2,695+44.9% | $3,609+8.3% | $3,332+17.2% |
| Admin fee / account holder | $3,225 | $3,584-10.0% | $4,904-34.2% | $4,645-30.6% |