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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 | $33,905 | $77,908-56.5% | $149,696-77.4% | $75,173-54.9% |
| Participation rate | 86.8% | 65.6%+21.3pp | 78.8%+8.1pp | 67.2%+19.6pp |
| Annual return | 37.66% | 31.73%+5.9pp | 134.46%-96.8pp | 160.72%-123.1pp |
| Employer contribution / active EE | $4,829 | $3,138+53.9% | $4,821+0.2% | $2,671+80.8% |
| Participant deferral / active EE | $3,731 | $3,411+9.4% | $5,682-34.3% | $4,126-9.6% |
| Admin fee / account holder | $514 | $5,950-91.4% | $13,212-96.1% | $5,651-90.9% |