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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 | $39,834 | $102,429-61.1% | $147,096-72.9% | $80,925-50.8% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 15.87% | 135.02%-119.2pp | 419.75%-403.9pp | 35.65%-19.8pp |
| Employer contribution / active EE | $3,023 | $3,716-18.6% | $4,936-38.7% | $2,756+9.7% |
| Participant deferral / active EE | $10,487 | $6,649+57.7% | $8,071+29.9% | $4,299+144.0% |
| Admin fee / account holder | $781 | $7,957-90.2% | $13,005-94.0% | $6,940-88.7% |