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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 | $27,579 | $48,053-42.6% | $84,628-67.4% | $72,975-62.2% |
| Participation rate | 96.7% | 57.6%+39.1pp | 68.2%+28.4pp | 69.5%+27.2pp |
| Annual return | 19.58% | 37.39%-17.8pp | 258.80%-239.2pp | 81.01%-61.4pp |
| Employer contribution / active EE | $5,416 | $1,602+238.1% | $2,653+104.2% | $2,440+122.0% |
| Participant deferral / active EE | $4,567 | $2,681+70.4% | $3,900+17.1% | $3,608+26.6% |
| Admin fee / account holder | $2,111 | $3,395-37.8% | $4,914-57.0% | $5,124-58.8% |