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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 | $30,798 | $65,440-52.9% | $98,506-68.7% | $85,851-64.1% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.3%+23.8pp | 69.3%+27.8pp |
| Annual return | 16.29% | 21.75%-5.5pp | 1494.92%-1478.6pp | 318.63%-302.3pp |
| Employer contribution / active EE | $6,194 | $2,169+185.6% | $2,961+109.2% | $2,565+141.4% |
| Participant deferral / active EE | $4,644 | $3,168+46.6% | $4,277+8.6% | $3,952+17.5% |
| Admin fee / account holder | $1,404 | $4,596-69.5% | $5,955-76.4% | $6,261-77.6% |