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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 | $41,005 | $51,631-20.6% | $129,397-68.3% | $80,925-49.3% |
| Participation rate | 98.8% | 56.9%+41.9pp | 69.6%+29.2pp | 67.7%+31.2pp |
| Annual return | 16.95% | 20.77%-3.8pp | 9453.98%-9437.0pp | 35.65%-18.7pp |
| Employer contribution / active EE | $4,497 | $1,583+184.1% | $4,154+8.2% | $2,756+63.1% |
| Participant deferral / active EE | $8,820 | $2,670+230.4% | $4,167+111.7% | $4,299+105.2% |
| Admin fee / account holder | $7,991 | $4,309+85.4% | $7,679+4.1% | $6,940+15.1% |