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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 | $56,043 | $85,171-34.2% | $172,753-67.6% | $72,976-23.2% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 17.93% | 27.32%-9.4pp | 803.00%-785.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $4,309 | $3,324+29.6% | $5,144-16.2% | $2,440+76.6% |
| Participant deferral / active EE | $2,265 | $3,260-30.5% | $5,198-56.4% | $3,608-37.2% |
| Admin fee / account holder | $940 | $5,880-84.0% | $13,956-93.3% | $5,124-81.6% |