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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 | $31,589 | $58,726-46.2% | $142,898-77.9% | $85,847-63.2% |
| Participation rate | 92.0% | 58.5%+33.5pp | 72.0%+20.0pp | 69.3%+22.7pp |
| Annual return | 15.48% | 27.73%-12.3pp | 5639.64%-5624.2pp | 318.61%-303.1pp |
| Employer contribution / active EE | $4,521 | $1,424+217.5% | $4,146+9.0% | $2,565+76.2% |
| Participant deferral / active EE | $7,279 | $2,609+179.0% | $3,838+89.6% | $3,952+84.2% |
| Admin fee / account holder | $4,039 | $4,234-4.6% | $6,560-38.4% | $6,261-35.5% |