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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 | $34,925 | $67,823-48.5% | $52,425-33.4% | $137,256-74.6% |
| Participation rate | 95.8% | 63.9%+31.9pp | 55.6%+40.2pp | 80.0%+15.9pp |
| Annual return | 21.47% | 219.11%-197.6pp | 302.12%-280.7pp | 220.34%-198.9pp |
| Employer contribution / active EE | $4,157 | $1,163+257.5% | $914+354.8% | $4,1560% |
| Participant deferral / active EE | $4,209 | $2,288+84.0% | $1,790+135.1% | $6,407-34.3% |
| Admin fee / account holder | $2,746 | $2,844-3.4% | $2,495+10.1% | $12,270-77.6% |