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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 | $38,455 | $70,418-45.4% | $96,570-60.2% | $85,847-55.2% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 30.89% | 18.59%+12.3pp | 37.79%-6.9pp | 318.61%-287.7pp |
| Employer contribution / active EE | $4,462 | $1,413+215.8% | $2,357+89.3% | $2,565+73.9% |
| Participant deferral / active EE | $9,653 | $2,894+233.5% | $3,849+150.8% | $3,952+144.2% |
| Admin fee / account holder | $6,496 | $4,995+30.1% | $6,182+5.1% | $6,261+3.8% |