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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 | $30,887 | $58,311-47.0% | $81,882-62.3% | $80,959-61.8% |
| Participation rate | 92.0% | 63.5%+28.5pp | 72.4%+19.6pp | 67.7%+24.3pp |
| Annual return | 33.01% | 41.85%-8.8pp | 779.47%-746.5pp | 35.67%-2.7pp |
| Employer contribution / active EE | $3,393 | $2,347+44.6% | $2,916+16.4% | $2,757+23.1% |
| Participant deferral / active EE | $7,927 | $3,287+141.2% | $4,323+83.4% | $4,300+84.3% |
| Admin fee / account holder | $1,120 | $4,752-76.4% | $7,360-84.8% | $6,925-83.8% |