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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 | $34,847 | $88,672-60.7% | $105,223-66.9% | $82,448-57.7% |
| Participation rate | 93.9% | 67.9%+26.0pp | 75.0%+18.9pp | 68.1%+25.9pp |
| Annual return | 20.55% | 30.86%-10.3pp | 180.65%-160.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $9,057 | $3,048+197.2% | $3,689+145.6% | $2,551+255.1% |
| Participant deferral / active EE | $5,283 | $4,036+30.9% | $5,072+4.2% | $4,139+27.6% |
| Admin fee / account holder | $1,651 | $7,146-76.9% | $8,859-81.4% | $7,234-77.2% |