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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 | $31,779 | $65,367-51.4% | $92,915-65.8% | $72,976-56.5% |
| Participation rate | 93.9% | 68.3%+25.6pp | 76.0%+17.9pp | 69.5%+24.5pp |
| Annual return | 24.03% | 42.11%-18.1pp | 109.45%-85.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $12,613 | $2,594+386.3% | $3,653+245.2% | $2,440+416.9% |
| Participant deferral / active EE | $3,653 | $3,128+16.8% | $4,238-13.8% | $3,608+1.3% |
| Admin fee / account holder | $1,007 | $4,251-76.3% | $5,796-82.6% | $5,124-80.3% |