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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 | $31,575 | $102,429-69.2% | $147,096-78.5% | $80,925-61.0% |
| Participation rate | 97.8% | 75.9%+21.9pp | 82.2%+15.6pp | 67.7%+30.1pp |
| Annual return | 17.15% | 135.02%-117.9pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $4,608 | $3,716+24.0% | $4,936-6.6% | $2,756+67.2% |
| Participant deferral / active EE | $9,173 | $6,649+38.0% | $8,071+13.7% | $4,299+113.4% |
| Admin fee / account holder | $4,600 | $7,957-42.2% | $13,005-64.6% | $6,940-33.7% |