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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 | $25,431 | $73,978-65.6% | $96,515-73.7% | $75,173-66.2% |
| Participation rate | 97.3% | 66.4%+30.9pp | 74.3%+23.0pp | 67.2%+30.1pp |
| Annual return | 42.75% | 26.72%+16.0pp | 35.73%+7.0pp | 160.72%-118.0pp |
| Employer contribution / active EE | $9,380 | $2,931+220.1% | $3,740+150.8% | $2,671+251.2% |
| Participant deferral / active EE | $4,664 | $3,660+27.4% | $4,880-4.4% | $4,126+13.0% |
| Admin fee / account holder | $1,629 | $5,219-68.8% | $6,735-75.8% | $5,651-71.2% |