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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 | $32,641 | $98,760-66.9% | $149,715-78.2% | $79,858-59.1% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.6%+28.0pp |
| Annual return | 23.43% | 27.43%-4.0pp | 276.66%-253.2pp | 31.72%-8.3pp |
| Employer contribution / active EE | $3,180 | $3,217-1.2% | $4,645-31.5% | $2,471+28.7% |
| Participant deferral / active EE | $7,900 | $5,681+39.1% | $6,842+15.5% | $3,740+111.2% |
| Admin fee / account holder | $5,844 | $6,053-3.5% | $9,310-37.2% | $5,306+10.1% |