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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 | $41,159 | $29,736+38.4% | $56,033-26.5% | $80,935-49.1% |
| Participation rate | 70.4% | 41.7%+28.7pp | 52.5%+17.9pp | 67.7%+2.7pp |
| Annual return | 14.83% | 35.28%-20.4pp | 1711.38%-1696.5pp | 35.66%-20.8pp |
| Employer contribution / active EE | $3,554 | $671+429.4% | $1,041+241.5% | $2,757+28.9% |
| Participant deferral / active EE | $5,633 | $1,228+358.5% | $1,954+188.3% | $4,299+31.0% |
| Admin fee / account holder | $6,073 | $2,434+149.6% | $2,827+114.8% | $6,924-12.3% |