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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 | $36,561 | $53,128-31.2% | $86,582-57.8% | $70,126-47.9% |
| Participation rate | 92.6% | 65.3%+27.2pp | 73.5%+19.0pp | 69.5%+23.0pp |
| Annual return | 21.59% | 27.66%-6.1pp | 965.08%-943.5pp | 73.15%-51.6pp |
| Employer contribution / active EE | $2,934 | $2,068+41.9% | $2,839+3.3% | $2,343+25.2% |
| Participant deferral / active EE | $6,254 | $2,695+132.0% | $3,609+73.3% | $3,332+87.7% |
| Admin fee / account holder | $5,109 | $3,584+42.6% | $4,904+4.2% | $4,645+10.0% |