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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 | $21,900 | $63,354-65.4% | $94,105-76.7% | $82,637-73.5% |
| Participation rate | 96.0% | 63.8%+32.2pp | 71.9%+24.1pp | 68.1%+27.9pp |
| Annual return | 23.15% | 34.36%-11.2pp | 204.55%-181.4pp | 53.51%-30.4pp |
| Employer contribution / active EE | $4,843 | $1,760+175.2% | $2,504+93.4% | $2,552+89.8% |
| Participant deferral / active EE | $8,056 | $2,873+180.4% | $3,881+107.6% | $4,126+95.2% |
| Admin fee / account holder | $3,424 | $5,073-32.5% | $6,199-44.8% | $7,339-53.3% |