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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 | $28,201 | $78,682-64.2% | $109,188-74.2% | $85,851-67.2% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.6pp |
| Annual return | 17.27% | 25.09%-7.8pp | 25.76%-8.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $5,349 | $2,734+95.7% | $3,723+43.7% | $2,565+108.5% |
| Participant deferral / active EE | $4,921 | $3,468+41.9% | $4,654+5.7% | $3,952+24.5% |
| Admin fee / account holder | $517 | $5,470-90.6% | $6,755-92.4% | $6,261-91.7% |