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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 | $42,881 | $69,118-38.0% | $53,647-20.1% | $138,895-69.1% |
| Participation rate | 95.8% | 64.0%+31.9pp | 56.3%+39.6pp | 79.9%+15.9pp |
| Annual return | 21.94% | 248.26%-226.3pp | 358.33%-336.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,773 | $1,189+49.0% | $962+84.2% | $4,194-57.7% |
| Participant deferral / active EE | $4,192 | $2,274+84.4% | $1,813+131.2% | $6,396-34.5% |
| Admin fee / account holder | $370 | $2,724-86.4% | $2,460-84.9% | $12,562-97.1% |